Reston Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Reston Wealth Management LLC
- $250 Million
- Q2 2024
A detailed history of Reston Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Reston Wealth Management LLC holds 739,746 shares of SPDW stock, worth $27.5 Million. This represents 10.39% of its overall portfolio holdings.
Number of Shares
739,746
Previous 719,385
2.83%
Holding current value
$27.5 Million
Previous $25.8 Million
0.65%
% of portfolio
10.39%
Previous 10.48%
Shares
19 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio