Koa Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Koa Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$89.91 - $101.33 $32,996 - $37,188	-367 Reduced 2.12%	16,960 $1.66 Billion
Q2 2024 Jul 23, 2024	SELL	$87.78 - $94.67 $71,014 - $76,588	-809 Reduced 4.46%	17,327 $1.59 Billion
Q1 2024 May 07, 2024	SELL	$92.18 - $98.72 $20,279 - $21,718	-220 Reduced 1.2%	18,136 $1.72 Billion
Q4 2023 May 07, 2024	BUY	$82.77 - $100.51 $1.52 Million - $1.84 Million	18,356 New	18,356 $1.82 Billion

1,373

467M

148M

145M

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

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