Reston Wealth Management LLC Spdr Portfolio Aggregate Bond Transaction History
Reston Wealth Management LLC
- $247 Million
- Q1 2025
A detailed history of Reston Wealth Management LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Reston Wealth Management LLC holds 922,781 shares of SPAB stock, worth $23.5 Million. This represents 9.55% of its overall portfolio holdings.
Number of Shares
922,781
Previous 1,086,980
15.11%
Holding current value
$23.5 Million
Previous $27.2 Million
13.24%
% of portfolio
9.55%
Previous 10.12%
Shares
22 transactions
Others Institutions Holding SPAB
# of Institutions
565Shares Held
270MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$586 Million0.24% of portfolio
-
Cwm, LLC16MShares$406 Million1.63% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$299 Million5.59% of portfolio
-
State Street Corp Boston, MA11.6MShares$295 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$289 Million0.1% of portfolio