Mc Naughton Wealth Management, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Mc Naughton Wealth Management, LLC
- $199 Million
- Q1 2025
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 15,169 shares of LGLV stock, worth $2.54 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
15,169
Previous 95,762
84.16%
Holding current value
$2.54 Million
Previous $15.8 Million
83.5%
% of portfolio
1.31%
Previous 7.63%
Shares
13 transactions
Others Institutions Holding LGLV
# of Institutions
169Shares Held
3.5MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO616KShares$103 Million11.49% of portfolio
-
Cwm, LLC340KShares$56.8 Million0.23% of portfolio
-
Baltimore Washington Financial Advisors, Inc.276KShares$46.1 Million2.47% of portfolio
-
Gerber Kawasaki Wealth & Investment Management251KShares$42 Million1.81% of portfolio
-
Congress Wealth Management LLC Boston, MA211KShares$35.3 Million0.5% of portfolio