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

39

Shares Held

1.33M

Call Options Held

0

Put Options Held

0

Pinnacle Wealth Planning Services, Inc.

185K
Shares

$7.88 Million
1.1% of portfolio
Journey Strategic Wealth LLC Summit, NJ

144K
Shares

$6.13 Million
0.23% of portfolio
Royal Bank Of Canada Toronto, A6

135K
Shares

$5.76 Million
0.0% of portfolio
Treasure Coast Financial Planning

133K
Shares

$5.68 Million
3.58% of portfolio
Destiny Wealth Partners, LLC

109K
Shares

$4.65 Million
0.9% of portfolio

About SPDR DOUBLELINE EMERGING MARKE

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