Mc Naughton Wealth Management, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Mc Naughton Wealth Management, LLC
- $205 Million
- Q3 2024
A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 94,985 shares of LGLV stock, worth $16.3 Million. This represents 7.83% of its overall portfolio holdings.
Number of Shares
94,985
Previous 93,257
1.85%
Holding current value
$16.3 Million
Previous $14.2 Million
12.97%
% of portfolio
7.83%
Previous 7.55%
Shares
11 transactions
Others Institutions Holding LGLV
# of Institutions
159Shares Held
3.58MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO610KShares$105 Million11.93% of portfolio
-
Cwm, LLC318KShares$54.6 Million0.23% of portfolio
-
Baltimore Washington Financial Advisors, Inc.274KShares$47.1 Million2.58% of portfolio
-
Gerber Kawasaki Wealth & Investment Management239KShares$41 Million1.87% of portfolio
-
Congress Wealth Management LLC Boston, MA212KShares$36.4 Million0.5% of portfolio