Capital Planning Advisors, LLC Investment Managers Series Tru Transaction History

Capital Planning Advisors, LLC

  • $555 Million
  • Q1 2024

A detailed history of Capital Planning Advisors, LLC transactions in Investment Managers Series Tru stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 263,275 shares of KLDW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
263,275
Previous 262,002 0.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
N/A
1,273 Added 0.49%
263,275 $0
Q4 2023

Feb 12, 2024
BUY
N/A
3,388 Added 1.31%
262,002 $0
Q3 2023

Oct 30, 2023
BUY
N/A
1,657 Added 0.64%
258,614 $0
Q2 2023

Aug 01, 2023
SELL
N/A
-4,357 Reduced 1.67%
256,957 $0
Q1 2023

May 15, 2023
SELL
N/A
-6,167 Reduced 2.31%
261,314 $0
Q4 2022

Feb 09, 2023
SELL
N/A
-11,807 Reduced 4.23%
267,481 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-7,086 Reduced 2.47%
279,288 $9.19 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-16,506 Reduced 5.45%
286,374 $10.2 Million
Q1 2022

May 10, 2022
BUY
N/A
158 Added 0.05%
302,880 $12.7 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-4,583 Reduced 1.49%
302,722 $14.5 Million
Q3 2021

Nov 09, 2021
BUY
N/A
6,957 Added 2.32%
307,305 $14.4 Million
Q2 2021

Aug 13, 2021
BUY
N/A
6,504 Added 2.21%
300,348 $14 Million
Q1 2021

Apr 30, 2021
BUY
N/A
34,340 Added 13.23%
293,844 $12.9 Million
Q4 2020

Feb 04, 2021
BUY
N/A
9,198 Added 3.67%
259,504 $11 Million
Q3 2020

Nov 12, 2020
BUY
N/A
21,552 Added 9.42%
250,306 $9.48 Million
Q2 2020

Aug 06, 2020
BUY
N/A
228,754 New
228,754 $7.92 Million

Others Institutions Holding KLDW

# of Institutions
17
Shares Held
2.68M
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MANAGERS SERIES TRU

KLDW Quotes by TradingView
  • Ticker KLDW
More about KLDW
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