Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL PLANNING ADVISORS LLC | 02-12-2024 | 12-31-2023 | 135 | 528,937,723 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ECOLAB INC | COM | 151 | $340,170 | 1,715 | 0.00 | 0.00 | 80 | 4.89 | 12-31-2023 |
| MOTOROLA SOLUTIONS INC | COM NEW | 152 | $338,450 | 1,081 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ABBVIE INC | COM | 153 | $329,311 | 2,125 | 0.00 | 0.00 | -17 | -0.79 | 12-31-2023 |
| S&P GLOBAL INC | COM | 154 | $324,223 | 736 | 0.00 | 0.00 | 17 | 2.36 | 12-31-2023 |
