Capital Planning Advisors, LLC Ishares Tr Us Small Cap Value Transaction History
Capital Planning Advisors, LLC
- $622 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding SVAL
# of Institutions
43Shares Held
3.69MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.14MShares$64.2 Million5.5% of portfolio
-
Bt Wealth Management LLC484KShares$14.5 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN315KShares$9.44 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC106KShares$3.19 Million0.0% of portfolio
-
Truist Financial Corp97.9KShares$2.94 Million0.01% of portfolio