CP

Capital Planning Advisors, LLC

13F
Capital Planning Advisors, LLC
Last update 2024-02-12 135 Stocks (14 new)
Value $529.00 Mil Turnover 10 %
Countries:
Portfolio Report
Capital Planning Advisors, LLC's Top Stock Picks View Full List
Ticker
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change

Capital Planning Advisors, LLC Total Holding History ($B)

To

Capital Planning Advisors, LLC's Asset Allocation

To

Capital Planning Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Capital Planning Advisors, LLC's Hypothetical Growth since 2023-12-31

Capital Planning Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Capital Planning Advisors, LLC's Holdings Heat Map

Size field:

Capital Planning Advisors, LLC's Holdings Bubble Chart

Capital Planning Advisors, LLC News

  • 1

Discussions on Capital Planning Advisors, LLC

No discussions yet.