Mc Naughton Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Mc Naughton Wealth Management, LLC
- $207 Million
- Q4 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 60,944 shares of SHM stock, worth $2.9 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
60,944
Previous 57,573
5.86%
Holding current value
$2.9 Million
Previous $2.77 Million
4.22%
% of portfolio
1.39%
Previous 1.35%
Shares
21 transactions
Others Institutions Holding SHM
# of Institutions
453Shares Held
73.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC19.2MShares$912 Million0.08% of portfolio
-
Envestnet Asset Management Inc5.87MShares$279 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA4.82MShares$229 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY4.76MShares$226 Million0.04% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.6MShares$123 Million0.3% of portfolio