Capital Planning Advisors, LLC Ark ETF Tr Fintech Innovation Transaction History

Capital Planning Advisors, LLC

$704 Million
Q3 2025

A detailed history of Capital Planning Advisors, LLC transactions in Ark ETF Tr Fintech Innovation stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 4,606 shares of ARKF stock, worth $229,102. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,606

Previous 4,606 -0.0%

Holding current value

$229,102

Previous $231,000 12.99%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$29.19 - $50.24 $134,449 - $231,405	4,606 New	4,606 $231,000
Q2 2022 Aug 10, 2022	SELL	$14.87 - $30.55 $172,387 - $354,166	-11,593 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$22.98 - $41.0 $5.3 Million - $9.45 Million	-230,437 Reduced 95.21%	11,593 $337,000
Q4 2021 Feb 14, 2022	SELL	$39.23 - $54.4 $58,099 - $80,566	-1,481 Reduced 0.61%	242,030 $9.89 Million
Q3 2021 Nov 09, 2021	BUY	$48.84 - $55.03 $138,607 - $156,175	2,838 Added 1.18%	243,511 $12 Million

Q2 2021 Aug 13, 2021	BUY	$44.87 - $55.18 $140,353 - $172,603	3,128 Added 1.32%	240,673 $13 Million
Q1 2021 Apr 30, 2021	BUY	$48.23 - $63.6 $456,062 - $601,401	9,456 Added 4.15%	237,545 $12.1 Million
Q4 2020 Feb 04, 2021	BUY	$40.31 - $51.29 $317,844 - $404,421	7,885 Added 3.58%	228,089 $11.3 Million
Q3 2020 Nov 12, 2020	BUY	$32.45 - $41.61 $7.15 Million - $9.16 Million	220,204 New	220,204 $8.73 Million

Others Institutions Holding ARKF

# of Institutions

254

Shares Held

6.23M

Call Options Held

390K

Put Options Held

241K

View Full List

About ARK ETF TR FINTECH INNOVATION

Ticker ARKF
Sector ETFs
Industry ETFs

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Capital Planning Advisors, LLC Ark ETF Tr Fintech Innovation Transaction History