Investment Planning Advisors, Inc. Capital Group Core Plus Income Transaction History

Investment Planning Advisors, Inc.

  • $202 Million
  • Q1 2025

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 865,579 shares of CGCP stock, worth $19.3 Million. This represents 9.61% of its overall portfolio holdings.

Number of Shares
865,579
Previous 886,110 2.32%
Holding current value
$19.3 Million
Previous $19.7 Million 1.17%
% of portfolio
9.61%
Previous 9.84%

Shares

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

Apr 22, 2025
SELL
$21.94 - $22.64 $450,450 - $464,821
-20,531 Reduced 2.32%
865,579 $19.4 Million
Q4 2024

Jan 22, 2025
BUY
$22.13 - $23.17 $7.03 Million - $7.36 Million
317,579 Added 55.86%
886,110 $19.7 Million
Q2 2024

Jul 22, 2024
BUY
$21.83 - $22.48 $12.4 Million - $12.8 Million
568,531 New
568,531 $12.6 Billion

Others Institutions Holding CGCP

# of Institutions
247
Shares Held
145M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGCP Quotes by TradingView
  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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