Canvas Wealth Advisors, LLC Spdr Portfolio Transaction History

Canvas Wealth Advisors, LLC

  • $355 Million
  • Q3 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 19,816 shares of SPMD stock, worth $1.08 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
19,816
Previous 22,451 11.74%
Holding current value
$1.08 Million
Previous $1.15 Million 5.91%
% of portfolio
0.3%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$50.29 - $54.92 $132,514 - $144,714
-2,635 Reduced 11.74%
19,816 $1.08 Million
Q2 2024

Aug 01, 2024
BUY
$49.54 - $53.39 $64,996 - $70,047
1,312 Added 6.21%
22,451 $1.15 Million
Q1 2024

Apr 23, 2024
SELL
$47.16 - $53.34 $853,784 - $965,667
-18,104 Reduced 46.13%
21,139 $1.13 Million
Q4 2023

Jan 17, 2024
BUY
$40.76 - $49.2 $1.39 Million - $1.67 Million
34,020 Added 651.35%
39,243 $1.91 Million
Q3 2023

Oct 24, 2023
BUY
$43.23 - $47.8 $225,790 - $249,659
5,223 New
5,223 $228,000

Others Institutions Holding SPMD

# of Institutions
656
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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