Mc Naughton Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mc Naughton Wealth Management, LLC
- $189 Million
- Q2 2024
A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 35,994 shares of SPDW stock, worth $1.34 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
35,994
Previous 36,917
2.5%
Holding current value
$1.34 Million
Previous $1.32 Million
4.61%
% of portfolio
0.67%
Previous 0.73%
Shares
19 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.25 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.99 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.04 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$655 Million16.46% of portfolio