Number of Shares
4.47 Mil
Current Holdings Value*
$17.16 Mil
% of Portfolio
4.41%
Total Estimate Gain
$-3.34 Mil
% of Total Estimate Gain
-10.76%

Canvas Wealth Advisors, LLC's Custom Truck One Source Inc Holding Summary

As of 2025-03-31, Canvas Wealth Advisors, LLC held 4.47 Mil shares of Custom Truck One Source Inc(CTOS), totaling $17.16 Mil. This investment constitutes 4.41% of their stock portfolio, and Canvas Wealth Advisors, LLC now holds 1.98% of the outstanding Custom Truck One Source Inc(CTOS) stock.

The initial trade took place in 2022Q1. And since then Canvas Wealth Advisors, LLC has made 11 purchases of CTOS, at an average price of $6.43, for a total of 4.82 Mil shares. In addition, there have been 2 sales at an average price of $6.93 for 353,439.00 shares. Based on historical transaction data and CTOS's current price of $5.65, Canvas Wealth Advisors, LLC's estimated gain on his CTOS holdings is $-3.34 Mil, reflecting a -10.76% gain to date.

Canvas Wealth Advisors, LLC CTOS ($5.65) Holding Chart

Canvas Wealth Advisors, LLC CTOS ($5.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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