Capital Planning Advisors, LLC ALPS ETF TR Transaction History

Capital Planning Advisors, LLC

  • $622 Million
  • Q4 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 03, 2020
SELL
N/A
-1,000 Closed
0 $0
Q3 2019

Nov 05, 2019
BUY
N/A
1,000 New
1,000 $9,000
Q2 2018

Aug 08, 2018
SELL
N/A
-44,635 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
5,002 Added 12.62%
44,635 $418,000
Q4 2017

Feb 08, 2018
SELL
N/A
-19,967 Reduced 33.5%
39,633 $428,000
Q3 2017

Nov 09, 2017
BUY
N/A
59,600
59,600 $669,000
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