Canvas Wealth Advisors, LLC ITOT Holdings History
Canvas Wealth Advisors, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Canvas Wealth Advisors, LLC held 157,404.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $18.09 Mil. This investment constitutes 4.65% of their stock portfolio, and Canvas Wealth Advisors, LLC now holds 0.03% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2021Q1. And since then Canvas Wealth Advisors, LLC has made 10 purchases of ITOT, at an average price of $98.80, for a total of 178,951.00 shares. In addition, there have been 6 sales at an average price of $97.14 for 21,547.00 shares. Based on historical transaction data and ITOT's current price of $136.82, Canvas Wealth Advisors, LLC's estimated gain on his ITOT holdings is $5.95 Mil, reflecting a 33.64% gain to date.
Canvas Wealth Advisors, LLC ITOT ($136.82) Holding Chart
Canvas Wealth Advisors, LLC ITOT ($136.82) 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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