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 Million. This represents 9.91% of its overall portfolio holdings.
Number of Shares
778,754
Previous 751,453
3.63%
Holding current value
$28 Million
Previous $28.2 Million
5.83%
% of portfolio
9.91%
Previous 10.25%
Shares
21 transactions
Others Institutions Holding SPDW
# of Institutions
971Shares Held
497MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.23 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.92 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$982 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$633 Million16.39% of portfolio