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Canvas Wealth Advisors’s S&P Global SPGI Stock Holding History

Canvas Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$342K Buy
645
+23
+4% +$12.2K 0.07% 133
2025
Q1 		$290K Buy
+622
New +$290K 0.07% 141