Capital Planning Advisors, LLC Alerian Energy Infrastructure Transaction History
Capital Planning Advisors, LLC
- $621 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding ENFR
# of Institutions
105Shares Held
4.89MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL380KShares$12.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA373KShares$11.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY357KShares$11.4 Million0.0% of portfolio
-
Miller Howard Investments Inc310KShares$9.85 Million0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC281KShares$8.93 Million0.0% of portfolio