Number of Shares
161,028.00
Current Holdings Value*
$10.63 Mil
% of Portfolio
9.49%
Total Estimate Gain
$1.31 Mil
% of Total Estimate Gain
12.28%

Cannon Wealth Management Services, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Cannon Wealth Management Services, LLC held 161,028.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $10.63 Mil. This investment constitutes 9.49% of their stock portfolio, and Cannon Wealth Management Services, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2024Q3. And since then Cannon Wealth Management Services, LLC has made 1 purchases of SPLG, at an average price of $65.28, for a total of 163,222.00 shares. In addition, there have been 1 sales at an average price of $69.35 for 2,194.00 shares. Based on historical transaction data and SPLG's current price of $73.35, Cannon Wealth Management Services, LLC's estimated gain on his SPLG holdings is $1.31 Mil, reflecting a 12.28% gain to date.

Cannon Wealth Management Services, LLC SPLG ($73.35) Holding Chart

Cannon Wealth Management Services, LLC SPLG ($73.35) 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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