Koa Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Koa Wealth Management, LLC

  • $122 Billion
  • Q4 2024

A detailed history of Koa Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Koa Wealth Management, LLC holds 396 shares of SPY stock, worth $239,595. This represents 0.19% of its overall portfolio holdings.

Number of Shares
396
Previous 503 21.27%
Holding current value
$239,595
Previous $289 Million 19.58%
% of portfolio
0.19%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$567.81 - $607.81 $60,755 - $65,035
-107 Reduced 21.27%
396 $232 Million
Q3 2024

Nov 06, 2024
SELL
$517.38 - $573.86 $5,173 - $5,738
-10 Reduced 1.95%
503 $289 Million
Q2 2024

Jul 23, 2024
BUY
$495.16 - $548.49 $24,758 - $27,424
50 Added 10.8%
513 $279 Million
Q1 2024

May 07, 2024
BUY
$467.28 - $523.17 $216,350 - $242,227
463 New
463 $242 Million

Others Institutions Holding SPY

# of Institutions
4,656
Shares Held
579M
Call Options Held
285M
Put Options Held
684M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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