Capital Planning Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Capital Planning Advisors, LLC
- $704 Million
- Q3 2025
A detailed history of Capital Planning Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 274,950 shares of XMHQ stock, worth $27.7 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
274,950
Previous 274,110
0.31%
Holding current value
$27.7 Million
Previous $26.9 Million
7.17%
% of portfolio
4.1%
Previous 4.06%
Shares
11 transactions
Others Institutions Holding XMHQ
# of Institutions
421Shares Held
34.7MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.95MShares$498 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.16MShares$218 Million0.01% of portfolio
-
Vantagepoint Investment Advisers LLC1.51MShares$152 Million1.34% of portfolio
-
Northwestern Mutual Wealth Management CO1.31MShares$132 Million0.09% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.19MShares$120 Million0.03% of portfolio