Capital Planning Advisors, LLC Investment Managers Series Tru Transaction History
Capital Planning Advisors, LLC
- $567 Million
- Q2 2024
A detailed history of Capital Planning Advisors, LLC transactions in Investment Managers Series Tru stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 279,408 shares of KLDW stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
279,408
Previous 263,275
6.13%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding KLDW
# of Institutions
9Shares Held
375KCall Options Held
0Put Options Held
0-
Jane Street Group, LLC New York, NY58.6KShares$00.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC18.6KShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.52KShares$00.0% of portfolio
-
Bank Of Marin Novato, CA5.12KShares$00.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.7KShares$00.0% of portfolio