Capital Planning Advisors, LLC's ownership history for IEMG

Capital Planning Advisors, LLC currently holds 471.3K shares with a market value of $32.9M. It started holding IEMG on 2024-09-30. At its peak, it held 471.3K shares on 2026-03-31. Its highest holding value was $32.9M on 2026-03-31. At its lowest, it held 327.5K shares on 2025-06-30, with a value of $18.4M on 2024-12-31. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 137.6K. In the recent year, Capital Planning Advisors, LLC has increased its shares by 66.1K.