McNaughton Wealth Management, LLC LGLV Holdings History
McNaughton Wealth Management, LLC's SPDR SSGA US Large Cap Low Volatility Index ETF Holding Summary
As of 2025-03-31, McNaughton Wealth Management, LLC held 15,169.00 shares of SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV), totaling $2.64 Mil. This investment constitutes 1.28% of their stock portfolio, and McNaughton Wealth Management, LLC now holds 0.28% of the outstanding SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV) stock.
The initial trade took place in 2021Q2. And since then McNaughton Wealth Management, LLC has made 12 purchases of LGLV, at an average price of $139.86, for a total of 95,762.00 shares. In addition, there have been 1 sales at an average price of $170.46 for 80,593.00 shares. Based on historical transaction data and LGLV's current price of $174.14, McNaughton Wealth Management, LLC's estimated gain on his LGLV holdings is $2.99 Mil, reflecting a 22.30% gain to date.
McNaughton Wealth Management, LLC LGLV ($174.14) Holding Chart
McNaughton Wealth Management, LLC LGLV ($174.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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