Capital Planning Advisors, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Capital Planning Advisors, LLC
- $622 Million
- Q4 2024
A detailed history of Capital Planning Advisors, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 67,610 shares of XSHQ stock, worth $2.61 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
67,610Holding current value
$2.61 Million% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding XSHQ
# of Institutions
75Shares Held
7.58MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.33MShares$51.2 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO998KShares$38.5 Million0.05% of portfolio
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Benjamin Edwards Inc Clayton, MO835KShares$32.2 Million0.52% of portfolio
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New York Life Investment Management LLC New York, NY508KShares$19.6 Million0.22% of portfolio
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Confluence Investment Management LLC428KShares$16.5 Million0.26% of portfolio