Number of Shares
922,781.00
Current Holdings Value*
$23.57 Mil
% of Portfolio
9.53%
Total Estimate Gain
$-5.51 Mil
% of Total Estimate Gain
-12.08%

RESTON WEALTH MANAGEMENT LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary

As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 922,781.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $23.57 Mil. This investment constitutes 9.53% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0.28% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.

The initial trade took place in 2019Q4. And since then RESTON WEALTH MANAGEMENT LLC has made 17 purchases of SPAB, at an average price of $28.84, for a total of 1.58 Mil shares. In addition, there have been 5 sales at an average price of $25.36 for 658,847.00 shares. Based on historical transaction data and SPAB's current price of $25.35, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SPAB holdings is $-5.51 Mil, reflecting a -12.08% gain to date.

RESTON WEALTH MANAGEMENT LLC SPAB ($25.35) Holding Chart

RESTON WEALTH MANAGEMENT LLC SPAB ($25.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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