Number of Shares
42,436.00
Current Holdings Value*
$3.55 Mil
% of Portfolio
3.17%
Total Estimate Gain
$630,805.63
% of Total Estimate Gain
18.36%

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

As of 2025-03-31, Cannon Wealth Management Services, LLC held 42,436.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $3.55 Mil. This investment constitutes 3.17% of their stock portfolio, and Cannon Wealth Management Services, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2024Q3. And since then Cannon Wealth Management Services, LLC has made 2 purchases of SPYG, at an average price of $80.98, for a total of 42,436.00 shares. Based on historical transaction data and SPYG's current price of $95.84, Cannon Wealth Management Services, LLC's estimated gain on his SPYG holdings is $630,805.63, reflecting a 18.36% gain to date.

Cannon Wealth Management Services, LLC SPYG ($95.84) Holding Chart

Cannon Wealth Management Services, LLC SPYG ($95.84) 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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