Cannon Wealth Management Services, LLC SPYV Holdings History
Cannon Wealth Management Services, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Cannon Wealth Management Services, LLC held 135,087.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $6.68 Mil. This investment constitutes 5.97% of their stock portfolio, and Cannon Wealth Management Services, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q3. And since then Cannon Wealth Management Services, LLC has made 1 purchases of SPYV, at an average price of $50.92, for a total of 139,485.00 shares. In addition, there have been 1 sales at an average price of $53.22 for 4,398.00 shares. Based on historical transaction data and SPYV's current price of $53.06, Cannon Wealth Management Services, LLC's estimated gain on his SPYV holdings is $298,943.53, reflecting a 4.21% gain to date.
Cannon Wealth Management Services, LLC SPYV ($53.06) Holding Chart
Cannon Wealth Management Services, LLC SPYV ($53.06) 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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