Reston Wealth Management LLC Spdr Portfolio Aggregate Bond Transaction History
Reston Wealth Management LLC
- $268 Million
- Q4 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 1,086,980 shares of SPAB stock, worth $27.3 Million. This represents 10.12% of its overall portfolio holdings.
Number of Shares
1,086,980
Previous 1,075,297
1.09%
Holding current value
$27.3 Million
Previous $28.1 Million
3.36%
% of portfolio
10.12%
Previous 10.2%
Shares
21 transactions
Others Institutions Holding SPAB
# of Institutions
506Shares Held
270MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$660 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$411 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$322 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$290 Million0.1% of portfolio