Investment Planning Advisors, Inc. Capital Group Global Growth Eq Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 18,549 shares of CGGO stock, worth $645,690. This represents 0.29% of its overall portfolio holdings.
Number of Shares
18,549
Previous 315,262
94.12%
Holding current value
$645,690
Previous $8.93 Million
93.36%
% of portfolio
0.29%
Previous 4.42%
Shares
4 transactions
Others Institutions Holding CGGO
# of Institutions
340Shares Held
159MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA18.2MShares$634 Million5.51% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.1MShares$420 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$388 Million0.13% of portfolio
-
Northwestern Mutual Wealth Management CO10.8MShares$375 Million0.25% of portfolio
-
Morgan Stanley New York, NY7.5MShares$261 Million0.02% of portfolio