Canvas Wealth Advisors, LLC Purchases and Sells in Q3 2024

Canvas Wealth Advisors, LLC

$355 Million
Q3 2024

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	11.7K + 12.76%	$207.23 - $234.82 $2.43M - $2.75M	104K $24.1M
XRAY	60K + 71.45%	$23.63 - $27.54 $1.42M - $1.65M	144K $3.9M
IJR	7.36K + 9.95%	$105.53 - $118.34 $777K - $871K	81.3K $9.51M
NVDA	13.1K + 21.26%	$98.91 - $134.91 $1.29M - $1.76M	74.4K $9.04M
IVV	1.7K + 13.24%	$520.18 - $576.82 $885K - $981K	14.6K $8.39M
GSLC	2.66K + 2.4%	$101.72 - $112.94 $271K - $301K	114K $12.8M

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EL	9.49K New	$84.18 - $106.5 $799K - $1.01M	9.49K $945K
KNX	8.94K New	$47.99 - $54.43 $429K - $486K	8.94K $482K
QQQM	2.15K New	$178.94 - $207.0 $384K - $444K	2.15K $430K
ETN	1.09K New	$272.52 - $333.02 $296K - $362K	1.09K $359K
ORLY	293 New	$1015.62 - $1159.62 $298K - $340K	293 $337K
CAT	827 New	$316.8 - $391.12 $262K - $323K	827 $323K

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CLX	-8.94K - 63.27%	$131.73 - $166.97 $1.18M - $1.49M	5.19K $845K
LQD	-4.15K - 52.78%	$106.11 - $113.72 $440K - $472K	3.71K $419K
CWT	-5.99K - 51.21%	$47.83 - $55.5 $286K - $332K	5.71K $309K
KMB	-2K - 23.29%	$135.05 - $148.35 $270K - $296K	6.58K $936K
GOOG	-589 - 6.95%	$149.54 - $192.66 $88.1K - $113K	7.88K $1.32M
VUG	-802 - 8.99%	$341.08 - $391.94 $274K - $314K	8.12K $3.12M

Activity Summary All Purchases 125 New Holdings 34 Increased Positions 91 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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