Investment Planning Advisors, Inc. Capital Group Growth ETF Shs C Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 83,506 shares of CGGR stock, worth $3.48 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
83,506
Previous 144,357
42.15%
Holding current value
$3.48 Million
Previous $4.94 Million
31.35%
% of portfolio
1.67%
Previous 2.44%
Shares
2 transactions
Others Institutions Holding CGGR
# of Institutions
480Shares Held
225MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$951 Million0.32% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA21.8MShares$909 Million7.82% of portfolio
-
Commonwealth Equity Services, LLC11.7MShares$486 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$475 Million0.03% of portfolio
-
Morgan Stanley New York, NY9.54MShares$397 Million0.02% of portfolio