Reston Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Reston Wealth Management LLC
- $268 Million
- Q4 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 778,754 shares of SPDW stock, worth $28.6 Million. This represents 9.91% of its overall portfolio holdings.
Number of Shares
778,754
Previous 751,453
3.63%
Holding current value
$28.6 Million
Previous $28.2 Million
5.83%
% of portfolio
9.91%
Previous 10.25%
Shares
21 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio