Canvas Wealth Advisors, LLC Sells in Q3 2024

Canvas Wealth Advisors, LLC

  • $355 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CLX
Clorox CO

Consumer Defensive
-8.94K
- 63.27%
$131.73 - $166.97 $1.18M - $1.49M
5.19K $845K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.15K
- 52.78%
$106.11 - $113.72 $440K - $472K
3.71K $419K
CWT
California Water Service Group

Utilities
-5.99K
- 51.21%
$47.83 - $55.5 $286K - $332K
5.71K $309K
KMB
Kimberly Clark Corp

Consumer Defensive
-2K
- 23.29%
$135.05 - $148.35 $270K - $296K
6.58K $936K
GOOG
Alphabet Inc.

Communication Services
-589
- 6.95%
$149.54 - $192.66 $88.1K - $113K
7.88K $1.32M
VUG
Vanguard Growth ETF

ETFs
-802
- 8.99%
$341.08 - $391.94 $274K - $314K
8.12K $3.12M
IDA
Idacorp Inc

Utilities
-2.54K
- 40.23%
$92.02 - $104.62 $234K - $266K
3.78K $389K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.86K
- 43.88%
$49.7 - $56.11 $142K - $161K
3.66K $201K
VTI
Vanguard Total Stock Market Et

ETFs
-942
- 11.9%
$255.18 - $283.2 $240K - $267K
6.98K $1.98M
SPMD
Spdr Portfolio

ETFs
-2.64K
- 11.74%
$50.29 - $54.92 $133K - $145K
19.8K $1.08M
GBIL
Goldman Sachs Access Treasury

ETFs
-500
- 15.63%
$99.7 - $100.3 $49.9K - $50.2K
2.7K $270K
VO
Vanguard Mid Cap ETF

ETFs
-296
- 17.66%
$237.84 - $263.83 $70.4K - $78.1K
1.38K $364K
BAC
Bank Of America Corp

Financial Services
-797
- 5.34%
$36.65 - $44.13 $29.2K - $35.2K
14.1K $560K
AVLV
American Centy ETF Tr Avantis
-1.59K
- 6.26%
$60.05 - $65.83 $95.2K - $104K
23.7K $1.56M
MAR
Marriott International Inc

Consumer Cyclical
-65
- 6.8%
$211.35 - $255.11 $13.7K - $16.6K
891 $221K
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.05K
- 11.1%
$26.06 - $29.18 $27.4K - $30.7K
8.42K $244K
SJW
Sjw Group

Utilities
-623
- 8.76%
$53.35 - $61.66 $33.2K - $38.4K
6.49K $377K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-84
- 3.83%
$96.3 - $106.49 $8.09K - $8.95K
2.11K $220K
PANW
Palo Alto Networks Inc

Technology
-101
- 0.93%
$294.18 - $368.01 $29.7K - $37.2K
10.8K $3.69M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-113
- 11.06%
$531.86 - $624.21 $60.1K - $70.5K
909 $562K
Healthcare Rlty Tr
-4.95K
- 29.2%
N/A
12K $0
Solventum Corp
-300
- 2.01%
N/A
14.6K $0
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-79
- 0.68%
$47.01 - $48.2 $3.71K - $3.81K
11.6K $557K
PB
Prosperity Bancshares Inc

Financial Services
-600
- 12.0%
$59.22 - $74.29 $35.5K - $44.6K
4.4K $317K
NTRS
Northern Trust Corp

Financial Services
-997
- 5.89%
$82.48 - $92.62 $82.2K - $92.3K
15.9K $1.43M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-23
- 0.29%
$76.38 - $78.87 $1.76K - $1.81K
7.86K $618K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-350
- 2.61%
$33.74 - $37.96 $11.8K - $13.3K
13K $489K
VZ
Verizon Communications Inc

Communication Services
-101
- 1.42%
$38.89 - $45.0 $3.93K - $4.55K
6.99K $313K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-50
- 0.44%
$23.66 - $26.53 $1.18K - $1.33K
11.4K $297K
AVEM
American Centy ETF Tr Avantis

ETFs
-1.27K
- 3.84%
$57.2 - $65.59 $72.6K - $83.3K
31.8K $2.06M
SE
Sea LTD

Consumer Cyclical
-1.15K
- 11.71%
$59.94 - $94.83 $69.1K - $109K
8.69K $818K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.46K
- 1.34%
$116.79 - $133.54 $171K - $196K
108K $14.2M
AVDE
American Centy ETF Tr Avantis

ETFs
-4.96K
- 3.6%
$60.09 - $67.67 $298K - $336K
133K $8.89M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.57K
- 2.42%
$87.56 - $95.49 $138K - $150K
63.4K $6.06M
UBER
Uber Technologies, Inc

Technology
-383
- 0.25%
$58.48 - $77.47 $22.4K - $29.7K
152K $11.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.17K
- 1.69%
$77.02 - $85.06 $167K - $185K
127K $10.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-635
- 0.47%
$113.41 - $125.62 $72K - $79.8K
135K $17M
MMM
3 M CO

Industrials
-11.1K
- 16.08%
$99.69 - $139.42 $1.1M - $1.54M
57.7K $7.89M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.22K
- 4.38%
$191.76 - $263.26 $234K - $321K
26.6K $6.97M
PLTR
Palantir Technologies Inc.

Technology
-7.93K
- 5.01%
$24.09 - $37.95 $191K - $301K
150K $5.59M
Activity Summary
Buys All Purchases 125 New Holdings 34 Increased Positions 91 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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