Mc Naughton Wealth Management, LLC Spdr Ssga Us Small Cap Low Vol Transaction History
Mc Naughton Wealth Management, LLC
- $205 Million
- Q3 2024
A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 88,938 shares of SMLV stock, worth $12 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
88,938
Previous 88,165
0.88%
Holding current value
$12 Million
Previous $9.7 Million
13.9%
% of portfolio
5.38%
Previous 5.14%
Shares
20 transactions
Others Institutions Holding SMLV
# of Institutions
85Shares Held
779KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA109KShares$14.7 Million0.19% of portfolio
-
Dorval Corp Maple Grove, MN68.8KShares$9.25 Million3.56% of portfolio
-
Cambridge Investment Research Advisors, Inc.46.8KShares$6.3 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.3KShares$6.23 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC32.3KShares$4.35 Million0.01% of portfolio