Reston Wealth Management LLC Spdr Portfolio Aggregate Bond Transaction History
Reston Wealth Management LLC
- $250 Million
- Q2 2024
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 1,059,528 shares of SPAB stock, worth $27.6 Million. This represents 10.64% of its overall portfolio holdings.
Number of Shares
1,059,528
Previous 1,041,204
1.76%
Holding current value
$27.6 Million
Previous $26.3 Million
1.0%
% of portfolio
10.64%
Previous 10.7%
Shares
19 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$596 Million0.29% of portfolio
-
Cwm, LLC14MShares$365 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$283 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$282 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$232 Million0.59% of portfolio