Reston Wealth Management LLC Spdr Portfolio Transaction History
Reston Wealth Management LLC
- $250 Million
- Q2 2024
A detailed history of Reston Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Reston Wealth Management LLC holds 355,328 shares of SPMD stock, worth $19.4 Million. This represents 7.3% of its overall portfolio holdings.
Number of Shares
355,328
Previous 353,176
0.61%
Holding current value
$19.4 Million
Previous $18.8 Million
3.24%
% of portfolio
7.3%
Previous 7.66%
Shares
22 transactions
Others Institutions Holding SPMD
# of Institutions
618Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio