Investment Planning Advisors, Inc. Capital Group Core Equity ETF Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 246,626 shares of CGUS stock, worth $8.64 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
246,626
Previous 246,626
-0.0%
Holding current value
$8.64 Million
Previous $7.95 Billion
99.89%
% of portfolio
4.56%
Previous 4.06%
Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$234 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$234 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$132 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$106 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$93.4 Million0.21% of portfolio