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Capital Planning Advisors, LLC
Portfolio value
Capital Planning Advisors, LLC portfolio value
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$479,235,261
is the total value of the holdings Capital Planning Advisors, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$479,235,261
Q3 2023
$493,191,865
Q2 2023
$470,468,640
Q1 2023
$420,825,854
Q4 2022
$372,346,000
Q3 2022
$377,776,000
Q2 2022
$467,574,000
Q1 2022
$525,151,000
Q4 2021
$482,069,000
Q3 2021
$487,454,000
Q2 2021
$446,042,000
Q1 2021
$406,949,000
Q4 2020
$364,899,000
Q3 2020
$335,833,000
Q2 2020
$267,984,000
Q1 2020
$382,226,000
Q4 2019
$343,614,000
Q3 2019
$340,441,000
Q2 2019
$327,512,000
Q1 2019
$274,650,000
Q4 2018
$312,938,000
Q3 2018
$221,194,000
Q2 2018
$281,688,000
Q1 2018
$284,676,000
Q4 2017
$255,234,000
Q3 2017
$225,974,000
Q2 2017
$202,587,000
Q1 2017
$187,348,000
Q4 2016
$187,376,000
Q3 2016
$179,688,000
Q2 2016
$207,670,000
Q1 2016
$171,652,000
Q4 2015
$152,288,000
Q3 2015
$170,410,000
Q2 2015
$143,474,000
Q1 2015
$115,142,000
Q4 2014