Mc Naughton Wealth Management, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Mc Naughton Wealth Management, LLC
- $180 Million
- Q1 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 88,992 shares of LGLV stock, worth $13.5 Million. This represents 7.69% of its overall portfolio holdings.
Number of Shares
88,992
Previous 86,720
2.62%
Holding current value
$13.5 Million
Previous $12.6 Million
10.21%
% of portfolio
7.69%
Previous 7.45%
Shares
9 transactions
Others Institutions Holding LGLV
# of Institutions
156Shares Held
3.17MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO577KShares$87.6 Million11.59% of portfolio
-
Congress Wealth Management LLC Boston, MA314KShares$47.7 Million0.87% of portfolio
-
Gerber Kawasaki Wealth & Investment Management294KShares$44.7 Million2.5% of portfolio
-
Baltimore Washington Financial Advisors, Inc.263KShares$39.9 Million2.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC182KShares$27.7 Million0.02% of portfolio