Kagan Cocozza Asset Management SPAB Holdings History
Kagan Cocozza Asset Management's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-06-30, Kagan Cocozza Asset Management held 615,119.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $15.75 Mil. This investment constitutes 12.07% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0.18% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2024Q4. And since then Kagan Cocozza Asset Management has made 2 purchases of SPAB, at an average price of $25.40, for a total of 615,119.00 shares. Based on historical transaction data and SPAB's current price of $25.31, Kagan Cocozza Asset Management's estimated gain on his SPAB holdings is $-55,189.04, reflecting a -0.35% gain to date.
Kagan Cocozza Asset Management SPAB ($25.31) Holding Chart
Kagan Cocozza Asset Management SPAB ($25.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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