Investment Planning Advisors, Inc. Capital Group Core Equity ETF Transaction History

Investment Planning Advisors, Inc.

  • $202 Million
  • Q1 2025

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 652,375 shares of CGUS stock, worth $20.8 Million. This represents 10.78% of its overall portfolio holdings.

Number of Shares
652,375
Previous 519,639 25.54%
Holding current value
$20.8 Million
Previous $18.2 Million 19.91%
% of portfolio
10.78%
Previous 9.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$33.08 - $36.62 $4.39 Million - $4.86 Million
132,736 Added 25.54%
652,375 $21.8 Million
Q4 2024

Jan 22, 2025
BUY
$33.96 - $36.24 $9.27 Million - $9.89 Million
273,013 Added 110.7%
519,639 $18.2 Million
Q2 2024

Jul 22, 2024
BUY
$29.72 - $32.45 $7.33 Million - $8 Million
246,626 New
246,626 $7.95 Billion

Others Institutions Holding CGUS

# of Institutions
313
Shares Held
88.4M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email