Capital Planning Advisors, LLC's ownership history for SPHQ

Capital Planning Advisors, LLC currently holds 452.9K shares with a market value of $34.0M. It started holding SPHQ on 2024-09-30. At its peak, it held 533.1K shares on 2025-03-31. Its highest holding value was $36.1M on 2025-06-30. At its lowest, it held 452.9K shares on 2025-12-31, with a value of $33.1M on 2024-09-30. In the recent 180 days, Capital Planning Advisors, LLC has decreased its shares by 54.4K. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 73.7K.