Koa Wealth Management, LLC's ownership history for SPY

Koa Wealth Management, LLC currently holds 669 shares with a market value of $445.7K. It started holding SPY on 2024-09-30. At its peak, it held 669 shares on 2025-09-30. Its highest holding value was $445.7K on 2025-09-30. At its lowest, it held 396 shares on 2024-12-31, with a value of $232.1K on 2024-12-31. In the recent 180 days, Koa Wealth Management, LLC has increased its shares by 241. In the recent year, Koa Wealth Management, LLC has increased its shares by 166.