Capital Planning Advisors, LLC Invesco ETF Tr Ii S&P Emerging Transaction History
Capital Planning Advisors, LLC
- $567 Million
- Q2 2024
A detailed history of Capital Planning Advisors, LLC transactions in Invesco ETF Tr Ii S&P Emerging stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 694,134 shares of EELV stock, worth $18.2 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
694,134
Previous 741,187
6.35%
Holding current value
$18.2 Million
Previous $17.7 Million
7.6%
% of portfolio
2.89%
Previous 3.19%
Shares
9 transactions
Others Institutions Holding EELV
# of Institutions
120Shares Held
15.7MCall Options Held
0Put Options Held
0-
55 I, LLC Boston, MA2.19MShares$57.6 Million1.29% of portfolio
-
Pfs Investments Inc. Duluth, GA1.19MShares$31.3 Million0.46% of portfolio
-
Envestnet Asset Management Inc1.14MShares$29.9 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.06MShares$27.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.04MShares$27.4 Million0.0% of portfolio