Canvas Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Canvas Wealth Advisors, LLC
- $355 Million
- Q3 2024
A detailed history of Canvas Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 13,042 shares of SPDW stock, worth $450,209. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,042
Previous 13,392
2.61%
Holding current value
$450,209
Previous $469,000
4.26%
% of portfolio
0.14%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
955Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.14 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.84 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$941 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$607 Million16.39% of portfolio