Capital Planning Advisors, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Capital Planning Advisors, LLC
- $621 Million
- Q1 2025
A detailed history of Capital Planning Advisors, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 95,281 shares of XSHQ stock, worth $3.78 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
95,281
Previous 67,610
40.93%
Holding current value
$3.78 Million
Previous $2.86 Million
31.51%
% of portfolio
0.61%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding XSHQ
# of Institutions
85Shares Held
8.96MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$50.5 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO1.14MShares$45.2 Million0.05% of portfolio
-
Benjamin Edwards Inc Clayton, MO980KShares$38.9 Million0.56% of portfolio
-
New York Life Investment Management LLC New York, NY568KShares$22.6 Million0.24% of portfolio
-
Confluence Investment Management LLC459KShares$18.2 Million0.27% of portfolio