Kagan Cocozza Asset Management Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Kagan Cocozza Asset Management
- $132 Billion
- Q3 2025
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 21,558 shares of CWI stock, worth $768,973. This represents 0.57% of its overall portfolio holdings.
Number of Shares
21,558
Previous 24,410
11.68%
Holding current value
$768,973
Previous $797 Million
5.57%
% of portfolio
0.57%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding CWI
# of Institutions
281Shares Held
50.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.2MShares$292 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.04MShares$144 Million0.09% of portfolio
-
Merit Financial Group, LLC2.8MShares$99.7 Million1.01% of portfolio
-
Avantax Planning Partners, Inc.2.37MShares$84.4 Million2.4% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.72MShares$61.4 Million0.07% of portfolio