Capital Planning Advisors, LLC Spdr Doubleline Emerging Marke Transaction History

Capital Planning Advisors, LLC

$639 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$44.63 - $48.71 $250,195 - $273,068	-5,606 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$50.3 - $51.31 $52,714 - $53,772	-1,048 Reduced 15.75%	5,606 $282,000
Q1 2021 Apr 30, 2021	SELL	$50.18 - $51.15 $42,954 - $43,784	-856 Reduced 11.4%	6,654 $334,000
Q4 2020 Feb 04, 2021	SELL	$49.61 - $51.21 $421,833 - $435,438	-8,503 Reduced 53.1%	7,510 $385,000
Q3 2020 Nov 12, 2020	SELL	$49.0 - $50.17 $11,662 - $11,940	-238 Reduced 1.46%	16,013 $799,000
Q2 2020 Aug 06, 2020	BUY	$44.84 - $49.2 $3,766 - $4,132	84 Added 0.52%	16,251 $798,000
Q1 2020 May 11, 2020	SELL	$44.67 - $52.39 $44,670 - $52,390	-1,000 Reduced 5.83%	16,167 $735,000
Q4 2019 Feb 03, 2020	SELL	$50.51 - $51.28 $7,829 - $7,948	-155 Reduced 0.89%	17,167 $879,000
Q2 2019 Aug 09, 2019	BUY	N/A	522 Added 3.11%	17,322 $887,000
Q1 2019 May 14, 2019	BUY	N/A	16,800 New	16,800 $835,000

Others Institutions Holding EMTL

# of Institutions

40

Shares Held

1.34M

Call Options Held

0

Put Options Held

0

Pinnacle Wealth Planning Services, Inc.

185K
Shares

$7.78 Million
1.1% of portfolio
Journey Strategic Wealth LLC Summit, NJ

144K
Shares

$6.05 Million
0.23% of portfolio
Royal Bank Of Canada Toronto, A6

135K
Shares

$5.69 Million
0.0% of portfolio
Treasure Coast Financial Planning

133K
Shares

$5.61 Million
3.58% of portfolio
Destiny Wealth Partners, LLC

109K
Shares

$4.59 Million
0.9% of portfolio

About SPDR DOUBLELINE EMERGING MARKE

Ticker EMTL
Sector ETFs
Industry ETFs

More about EMTL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning Advisors, LLC with notifications on news.