Investment Planning Advisors, Inc. Capital Group Core Plus Income Transaction History
Investment Planning Advisors, Inc.
- $196 Billion
- Q2 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 568,531 shares of CGCP stock, worth $13.2 Million. This represents 6.45% of its overall portfolio holdings.
Number of Shares
568,531Holding current value
$13.2 Million% of portfolio
6.45%Shares
1 transactions
Others Institutions Holding CGCP
# of Institutions
194Shares Held
83.5MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA8.3MShares$193 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA5.82MShares$135 Million0.03% of portfolio
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Morgan Stanley New York, NY3.82MShares$89 Million0.01% of portfolio
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Johnson Bixby & Associates, LLC3.68MShares$85.6 Million13.84% of portfolio
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Ubs Group Ag3.33MShares$77.6 Million0.02% of portfolio