RESTON WEALTH MANAGEMENT LLC SPY Holdings History
RESTON WEALTH MANAGEMENT LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 1,960.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.10 Mil. This investment constitutes 0.44% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then RESTON WEALTH MANAGEMENT LLC has made 17 purchases of SPY, at an average price of $426.06, for a total of 3,053.00 shares. In addition, there have been 7 sales at an average price of $434.52 for 1,093.00 shares. Based on historical transaction data and SPY's current price of $634.21, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SPY holdings is $417,224.16, reflecting a 32.08% gain to date.
RESTON WEALTH MANAGEMENT LLC SPY ($634.21) Holding Chart
RESTON WEALTH MANAGEMENT LLC SPY ($634.21) 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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