Koa Wealth Management, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Koa Wealth Management, LLC

  • $129 Billion
  • Q3 2024

A detailed history of Koa Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Koa Wealth Management, LLC holds 9,223 shares of XBI stock, worth $848,331. This represents 0.7% of its overall portfolio holdings.

Number of Shares
9,223
Previous 10,084 8.54%
Holding current value
$848,331
Previous $935 Million 2.53%
% of portfolio
0.7%
Previous 0.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$90.87 - $102.43 $78,239 - $88,192
-861 Reduced 8.54%
9,223 $911 Million
Q2 2024

Jul 23, 2024
BUY
$82.22 - $94.12 $19,075 - $21,835
232 Added 2.35%
10,084 $935 Million
Q1 2024

May 07, 2024
BUY
$87.05 - $102.89 $41,522 - $49,078
477 Added 5.09%
9,852 $935 Million
Q4 2023

May 07, 2024
BUY
$64.12 - $90.86 $601,125 - $851,812
9,375 New
9,375 $837 Million

Others Institutions Holding XBI

# of Institutions
927
Shares Held
101M
Call Options Held
28.4M
Put Options Held
33.4M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

XBI Quotes by TradingView
  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
Track This Portfolio

Track Koa Wealth Management, LLC Portfolio

Follow Koa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Koa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Koa Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email