Reston Wealth Management LLC Spdr Portfolio Transaction History
Reston Wealth Management LLC
- $268 Million
- Q4 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 678,681 shares of SPYG stock, worth $60.8 Million. This represents 22.23% of its overall portfolio holdings.
Number of Shares
678,681
Previous 676,037
0.39%
Holding current value
$60.8 Million
Previous $56.1 Million
6.4%
% of portfolio
22.23%
Previous 20.36%
Shares
22 transactions
Others Institutions Holding SPYG
# of Institutions
1,215Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.05 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.8 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.51 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$730 Million0.19% of portfolio