Capital Planning Advisors, LLC INVESTMENT MANAGERS SER TR I Transaction History

Capital Planning Advisors, LLC

  • $621 Million
  • Q1 2025
Number of Shares
340,988
Previous 333,580 2.22%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
N/A
7,408 Added 2.22%
340,988 $0
Q4 2024

Jan 17, 2025
BUY
N/A
39,904 Added 13.59%
333,580 $0
Q3 2024

Nov 12, 2024
BUY
N/A
293,676 New
293,676 $0
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