Kagan Cocozza Asset Management SPLG Holdings History
Number of Shares
258,740.00
Current Holdings Value*
$17.84 Mil
% of Portfolio
14.81%
Total Estimate Gain
$-852,548.30
% of Total Estimate Gain
-4.75%
Kagan Cocozza Asset Management's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2024-12-31, Kagan Cocozza Asset Management held 258,740.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $17.84 Mil. This investment constitutes 14.81% 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. Based on historical transaction data and SPLG's current price of $66.06, Kagan Cocozza Asset Management's estimated gain on his SPLG holdings is $-852,548.30, reflecting a -4.75% gain to date.
Kagan Cocozza Asset Management SPLG ($66.06) Holding Chart
Kagan Cocozza Asset Management SPLG ($66.06) 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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