Capital Planning Advisors, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Capital Planning Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$39.67 - $46.11 $608,537 - $707,327	-15,340 Reduced 10.31%	133,422 $5.63 Million
Q4 2022 Feb 09, 2023	SELL	$39.01 - $45.62 $815,035 - $953,138	-20,893 Reduced 12.31%	148,762 $6.52 Million
Q3 2022 Nov 14, 2022	BUY	$39.11 - $47.13 $916,269 - $1.1 Million	23,428 Added 16.02%	169,655 $6.64 Million
Q2 2022 Aug 10, 2022	BUY	$42.25 - $49.24 $6.18 Million - $7.2 Million	146,227 New	146,227 $6.45 Million

333

21.3M

70.8K

7.5K

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