Mc Naughton Wealth Management, LLC Spdr Portfolio Transaction History
Mc Naughton Wealth Management, LLC
- $199 Million
- Q1 2025
A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 44,391 shares of SPYG stock, worth $3.39 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
44,391
Previous 158,018
71.91%
Holding current value
$3.39 Million
Previous $13.9 Million
74.4%
% of portfolio
1.79%
Previous 6.69%
Shares
12 transactions
Others Institutions Holding SPYG
# of Institutions
1,217Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.6 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.54 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.29 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$936 Million6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$623 Million0.19% of portfolio