Number of Shares
1,960.00
Current Holdings Value*
$1.10 Mil
% of Portfolio
0.44%
Total Estimate Gain
$417,635.76
% of Total Estimate Gain
32.11%

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 $634.42, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SPY holdings is $417,635.76, reflecting a 32.11% gain to date.

RESTON WEALTH MANAGEMENT LLC SPY ($634.42) Holding Chart

RESTON WEALTH MANAGEMENT LLC SPY ($634.42) 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 %

Top Ranked Articles

  • 1