Capital Planning Advisors, LLC Spdr Ssga Us Small Cap Low Vol Transaction History
Capital Planning Advisors, LLC
- $664 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding SMLV
# of Institutions
93Shares Held
818KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA85.7KShares$10.7 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC75.1KShares$9.35 Million0.0% of portfolio
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Dorval Corp Maple Grove, MN74.2KShares$9.24 Million3.32% of portfolio
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Cambridge Investment Research Advisors, Inc.64.9KShares$8.08 Million0.02% of portfolio
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Ieq Capital, LLC56KShares$6.97 Million0.04% of portfolio