Capital Planning Advisors, LLC
Position in KOMP — State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF
CIK 1631941
Roseville, CA
All Filings in KOMP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 KOMP | $529,943 | 11,503 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 KOMP | $563,641 | 11,723 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 KOMP | $547,464 | 11,723 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 KOMP | $451,355 | 11,395 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 KOMP | $508,217 | 11,395 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 KOMP | $486,566 | 11,395 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 KOMP | $528,070 | 13,396 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 KOMP | $521,659 | 13,518 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 KOMP | $581,870 | 14,353 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 KOMP | $32,059,669 | 616,888 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 KOMP | $36,104,163 | 612,454 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 KOMP | $36,592,069 | 600,855 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 KOMP | $39,455,137 | 590,204 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 KOMP | $39,071,716 | 577,045 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 KOMP | $31,651,507 | 549,124 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 KOMP | $22,332,460 | 521,056 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 KOMP | $19,005,989 | 510,502 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 KOMP | $13,986,300 | 491,092 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||