Capital Planning Advisors, LLC's ownership history for USFR

Capital Planning Advisors, LLC currently holds 807.6K shares with a market value of $40.7M. It started holding USFR on 2024-09-30. At its peak, it held 1.4M shares on 2024-09-30. Its highest holding value was $70.8M on 2024-09-30. At its lowest, it held 641.2K shares on 2025-12-31, with a value of $32.3M on 2025-12-31. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 9.5K. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 216.0K.