Number of Shares
176,277.00
Current Holdings Value*
$5.29 Mil
% of Portfolio
4.72%
Total Estimate Gain
$9,074.18
% of Total Estimate Gain
0.17%

Cannon Wealth Management Services, LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Cannon Wealth Management Services, LLC held 176,277.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $5.29 Mil. This investment constitutes 4.72% of their stock portfolio, and Cannon Wealth Management Services, LLC now holds 0.07% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.

The initial trade took place in 2024Q3. And since then Cannon Wealth Management Services, LLC has made 2 purchases of SPSB, at an average price of $30.00, for a total of 176,277.00 shares. Based on historical transaction data and SPSB's current price of $30.05, Cannon Wealth Management Services, LLC's estimated gain on his SPSB holdings is $9,074.18, reflecting a 0.17% gain to date.

Cannon Wealth Management Services, LLC SPSB ($30.05) Holding Chart

Cannon Wealth Management Services, LLC SPSB ($30.05) 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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