Canvas Wealth Advisors, LLC Spdr Portfolio Transaction History

Canvas Wealth Advisors, LLC

  • $308 Million
  • Q1 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 21,139 shares of SPMD stock, worth $1.08 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
21,139
Previous 39,243 46.13%
Holding current value
$1.08 Million
Previous $1.91 Million 41.03%
% of portfolio
0.37%
Previous 0.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
590
Shares Held
169M
Call Options Held
2K
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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