Capital Planning Advisors »

Investment Managers Ser Tr Ii Axs Knowledge Le shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of Investment Managers Ser Tr Ii Axs Knowledge Le shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in Investment Managers Ser Tr Ii Axs Knowledge Le

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr Ii Axs Knowledge Le held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Investment Managers Ser Tr Ii Axs Knowledge Le by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 294k 48.38

More positions owned by Capital Planning Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
Investment Managers Ser Tr I Axs Knowledge Le
Costco Wholesale Corporation (COST)

View all positions for Capital Planning Advisors

Top funds holding Investment Managers Ser Tr Ii Axs Knowledge Le

Capital Planning Advisors
Jane Street
Captrust Financial Advisors
Oppenheimer & Co
Bank of Marin
LPL Financial
Advisor Group Holdings
Royal Bank of Canada
GAMMA Investing
Smartleaf Asset Management

View all funds holding Investment Managers Ser Tr Ii Axs Knowledge Le