Capital Planning Advisors, LLC's ownership history for CGMU

Capital Planning Advisors, LLC currently holds 25.9K shares with a market value of $703.9K. It started holding CGMU on 2025-09-30. At its peak, it held 25.9K shares on 2025-12-31. Its highest holding value was $709.8K on 2025-12-31. At its lowest, it held 22.3K shares on 2025-09-30, with a value of $607.2K on 2025-09-30. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 3.7K.