Mc Naughton Wealth Management, LLC Spdr Ssga Us Large Cap Low Vol Call Options Transaction History
Mc Naughton Wealth Management, LLC
- $217 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LGLV
# of Institutions
189Shares Held
4.95MCall Options Held
0Put Options Held
0-
Cwm, LLC1.38MShares$240 Million0.85% of portfolio
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Syntegra Private Wealth Group, LLC Chesterfield, MO699KShares$122 Million12.45% of portfolio
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Baltimore Washington Financial Advisors, Inc.276KShares$48 Million2.66% of portfolio
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Gerber Kawasaki Wealth & Investment Management261KShares$45.5 Million2.06% of portfolio
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Congress Wealth Management LLC Boston, MA207KShares$36 Million0.46% of portfolio