Kagan Cocozza Asset Management SPLG Holdings History
Kagan Cocozza Asset Management's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Kagan Cocozza Asset Management held 260,480.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $17.13 Mil. This investment constitutes 14% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q4. And since then Kagan Cocozza Asset Management has made 1 purchases of SPLG, at an average price of $69.35, for a total of 260,480.00 shares. Based on historical transaction data and SPLG's current price of $71.63, Kagan Cocozza Asset Management's estimated gain on his SPLG holdings is $594,225.00, reflecting a 3.29% gain to date.
Kagan Cocozza Asset Management SPLG ($71.63) Holding Chart
Kagan Cocozza Asset Management SPLG ($71.63) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
