Mc Naughton Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Mc Naughton Wealth Management, LLC
- $180 Million
- Q1 2024
A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 54,527 shares of SHM stock, worth $2.57 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
54,527
Previous 44,975
21.24%
Holding current value
$2.57 Million
Previous $2.15 Million
20.34%
% of portfolio
1.43%
Previous 1.27%
Shares
18 transactions
Others Institutions Holding SHM
# of Institutions
456Shares Held
78.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16MShares$756 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.46MShares$399 Million0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.52MShares$355 Million0.06% of portfolio
-
Envestnet Asset Management Inc6.13MShares$289 Million0.11% of portfolio
-
Morgan Stanley New York, NY5.65MShares$267 Million0.02% of portfolio