Capital Planning Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Capital Planning Advisors, LLC
- $567 Million
- Q2 2024
A detailed history of Capital Planning Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 303,348 shares of XMHQ stock, worth $30.9 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
303,348
Previous 309,358
1.94%
Holding current value
$30.9 Million
Previous $34 Million
13.54%
% of portfolio
5.19%
Previous 6.13%
Shares
6 transactions
Others Institutions Holding XMHQ
# of Institutions
313Shares Held
33.7MCall Options Held
500Put Options Held
100K-
Lpl Financial LLC Fort Mill, SC4.6MShares$469 Million0.23% of portfolio
-
Stifel Financial Corp St. Louis, MO1.54MShares$157 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.5MShares$153 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.5MShares$153 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.25MShares$127 Million0.12% of portfolio