Investment Planning Advisors, Inc. Capital Group Growth ETF Shs C Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 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 144,357 shares of CGGR stock, worth $5.4 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
144,357Holding current value
$5.4 Million% of portfolio
2.44%Shares
1 transactions
Others Institutions Holding CGGR
# of Institutions
468Shares Held
218MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$854 Million0.32% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA21.8MShares$816 Million7.82% of portfolio
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Commonwealth Equity Services, LLC11.7MShares$437 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC11.4MShares$426 Million0.03% of portfolio
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Morgan Stanley New York, NY9.54MShares$357 Million0.02% of portfolio