Capital Planning Advisors, LLC

Q4 2023 13F Holdings

Location
Roseville, CA
Holdings as of
12/31/2023
Value ($000)
$528,938
Num holdings
135
Date filed
2/12/2024
Form type
13F-HR
Prev filing
10/30/2023
Next filing
5/15/2024
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type