Koa Wealth Management, LLC Utilities Sector Spdr Transaction History

Koa Wealth Management, LLC

  • $122 Billion
  • Q4 2024

A detailed history of Koa Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Koa Wealth Management, LLC holds 36,000 shares of XLU stock, worth $2.85 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
36,000
Previous 37,512 4.03%
Holding current value
$2.85 Million
Previous $3.03 Billion 10.08%
% of portfolio
2.23%
Previous 2.34%

Shares

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

Jan 23, 2025
SELL
$74.89 - $82.93 $113,233 - $125,390
-1,512 Reduced 4.03%
36,000 $2.72 Billion
Q3 2024

Nov 06, 2024
SELL
$67.67 - $80.78 $107,527 - $128,359
-1,589 Reduced 4.06%
37,512 $3.03 Billion
Q2 2024

Jul 23, 2024
BUY
$62.77 - $72.87 $67,854 - $78,772
1,081 Added 2.84%
39,101 $2.66 Billion
Q1 2024

May 07, 2024
BUY
$59.95 - $65.65 $1.19 Million - $1.3 Million
19,809 Added 108.77%
38,020 $2.5 Billion
Q4 2023

May 07, 2024
BUY
$56.19 - $65.96 $1.02 Million - $1.2 Million
18,211 New
18,211 $1.15 Billion

Others Institutions Holding XLU

# of Institutions
1,539
Shares Held
155M
Call Options Held
15.5M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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