Reston Wealth Management’s Eaton ETN Stock Holding History

Reston Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2	Closed	-$663	–	182
2024 Q3	$663	Buy	+2	New	+$611	﹤0.01%	405

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Reston Wealth Management's ETN Position: Q4 2024 in Review

Reston Wealth Management sold out of Eaton (ETN) in Q4 2024, closing a stake of 2 shares — an estimated $663 sold.

Reston Wealth Management first reported a position in ETN in Q3 2024 and held it in 1 quarter. The position peaked at $663 in Q3 2024. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

Reston Wealth Management reported no remaining Eaton position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 2 Eaton shares in Q4 2024, an estimated $663.
Reston Wealth Management first reported a position in Eaton in Q3 2024 and held it in 1 quarter.
Reston Wealth Management's Eaton position peaked at $663 in Q3 2024.
2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.