Number of Shares
787,349.00
Current Holdings Value*
$28.67 Mil
% of Portfolio
11.59%
Total Estimate Gain
$11.19 Mil
% of Total Estimate Gain
33.42%

RESTON WEALTH MANAGEMENT LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 787,349.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $28.67 Mil. This investment constitutes 11.59% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0.12% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2019Q4. And since then RESTON WEALTH MANAGEMENT LLC has made 17 purchases of SPDW, at an average price of $29.55, for a total of 1.13 Mil shares. In addition, there have been 5 sales at an average price of $34.52 for 345,889.00 shares. Based on historical transaction data and SPDW's current price of $41.58, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SPDW holdings is $11.19 Mil, reflecting a 33.42% gain to date.

RESTON WEALTH MANAGEMENT LLC SPDW ($41.58) Holding Chart

RESTON WEALTH MANAGEMENT LLC SPDW ($41.58) 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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