Cannon Wealth Management Services, LLC SPTS Holdings History
Cannon Wealth Management Services, LLC's SPDR Portfolio Short Term Treasury ETF Holding Summary
As of 2025-03-31, Cannon Wealth Management Services, LLC held 181,093.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $5.29 Mil. This investment constitutes 4.72% of their stock portfolio, and Cannon Wealth Management Services, LLC now holds 0.09% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.
The initial trade took place in 2024Q3. And since then Cannon Wealth Management Services, LLC has made 1 purchases of SPTS, at an average price of $29.18, for a total of 185,083.00 shares. In addition, there have been 1 sales at an average price of $29.07 for 3,990.00 shares. Based on historical transaction data and SPTS's current price of $29.14, Cannon Wealth Management Services, LLC's estimated gain on his SPTS holdings is $-7,182.01, reflecting a -0.13% gain to date.
Cannon Wealth Management Services, LLC SPTS ($29.14) Holding Chart
Cannon Wealth Management Services, LLC SPTS ($29.14) 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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