Investment Planning Advisors, Inc. Capital Grp Core Plus Income E Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 15,429 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,429
Previous 17,838
13.5%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CGMS
# of Institutions
259Shares Held
76.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.94MShares$00.0% of portfolio
-
Morgan Stanley New York, NY5.6MShares$00.0% of portfolio
-
Envestnet Asset Management Inc4.24MShares$00.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.98MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.78MShares$00.0% of portfolio