McNaughton Wealth Management, LLC SMLV Holdings History
McNaughton Wealth Management, LLC's SPDR SSGA US Small Cap Low Volatility Index ETF Holding Summary
As of 2025-03-31, McNaughton Wealth Management, LLC held 22,967.00 shares of SPDR SSGA US Small Cap Low Volatility Index ETF(SMLV), totaling $2.82 Mil. This investment constitutes 1.37% of their stock portfolio, and McNaughton Wealth Management, LLC now holds 1.47% of the outstanding SPDR SSGA US Small Cap Low Volatility Index ETF(SMLV) stock.
The initial trade took place in 2021Q2. And since then McNaughton Wealth Management, LLC has made 13 purchases of SMLV, at an average price of $111.81, for a total of 89,834.00 shares. In addition, there have been 3 sales at an average price of $128.22 for 66,867.00 shares. Based on historical transaction data and SMLV's current price of $126.57, McNaughton Wealth Management, LLC's estimated gain on his SMLV holdings is $1.44 Mil, reflecting a 14.30% gain to date.
McNaughton Wealth Management, LLC SMLV ($126.57) Holding Chart
McNaughton Wealth Management, LLC SMLV ($126.57) 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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