Capital Planning Advisors, LLC's ownership history for SPY

Capital Planning Advisors, LLC currently holds 2.2K shares with a market value of $1.5M. It started holding SPY on 2024-09-30. At its peak, it held 2.7K shares on 2024-09-30. Its highest holding value was $1.6M on 2024-09-30. At its lowest, it held 2.2K shares on 2025-12-31, with a value of $1.2M on 2025-03-31. In the recent 180 days, Capital Planning Advisors, LLC has decreased its shares by 15. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 15.