Number of Shares
56,937.00
Current Holdings Value*
$1.63 Mil
% of Portfolio
0.38%
Total Estimate Gain
$-126,338.74
% of Total Estimate Gain
-4.90%

Cranbrook Wealth Management, LLC's SPDR Portfolio Intermediate Term Treasury ETF Holding Summary

As of 2025-03-31, Cranbrook Wealth Management, LLC held 56,937.00 shares of SPDR Portfolio Intermediate Term Treasury ETF(SPTI), totaling $1.63 Mil. This investment constitutes 0.38% of their stock portfolio, and Cranbrook Wealth Management, LLC now holds 0.02% of the outstanding SPDR Portfolio Intermediate Term Treasury ETF(SPTI) stock.

The initial trade took place in 2021Q2. And since then Cranbrook Wealth Management, LLC has made 7 purchases of SPTI, at an average price of $30.36, for a total of 84,843.00 shares. In addition, there have been 5 sales at an average price of $29.22 for 27,906.00 shares. Based on historical transaction data and SPTI's current price of $28.70, Cranbrook Wealth Management, LLC's estimated gain on his SPTI holdings is $-126,338.74, reflecting a -4.90% gain to date.

Cranbrook Wealth Management, LLC SPTI ($28.70) Holding Chart

Cranbrook Wealth Management, LLC SPTI ($28.70) 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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