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 $841,506. This represents 0.7% of its overall portfolio holdings.

Number of Shares
9,223
Previous 10,084 8.54%
Holding current value
$841,506
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
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