Capital Planning LLC's ownership history for PTLC

Capital Planning LLC currently holds 11.2K shares with a market value of $615.1K. It started holding PTLC on 2024-12-31. At its peak, it held 12.2K shares on 2025-03-31. Its highest holding value was $629.0K on 2025-03-31. At its lowest, it held 11.2K shares on 2025-09-30, with a value of $605.2K on 2025-06-30. In the recent 180 days, Capital Planning LLC has decreased its shares by 993.