Capital Planning Advisors, LLC's ownership history for XMHQ


Capital Planning Advisors, LLC currently holds 274.1K shares with a market value of $28.1M. It started holding XMHQ on 2024-09-30. At its peak, it held 365.8K shares on 2025-03-31. Its highest holding value was $34.1M on 2024-12-31. At its lowest, it held 274.1K shares on 2025-06-30, with a value of $26.9M on 2025-06-30. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 20. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 72.4K.


Capital Planning Advisors, LLC's ownership history for XMHQ