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

Koa Wealth Management, LLC

  • $118 Billion
  • Q2 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 10,084 shares of XBI stock, worth $997,912. This represents 0.79% of its overall portfolio holdings.

Number of Shares
10,084
Previous 9,852 2.35%
Holding current value
$997,912
Previous $935 Million -0.0%
% of portfolio
0.79%
Previous 0.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
888
Shares Held
95.7M
Call Options Held
18.4M
Put Options Held
31.6M
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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