Capital Planning Advisors, LLC's ownership history for IVV

Capital Planning Advisors, LLC currently holds 582 shares with a market value of $398.6K. It started holding IVV on 2024-09-30. At its peak, it held 582 shares on 2025-12-31. Its highest holding value was $398.6K on 2025-12-31. At its lowest, it held 506 shares on 2025-03-31, with a value of $284.3K on 2025-03-31. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 40. In the recent year, Capital Planning Advisors, LLC has increased its shares by 34.