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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
N/A
-2,409 Reduced 13.5%
15,429 $0
Q2 2025

Jul 21, 2025
SELL
N/A
-9,569 Reduced 34.91%
17,838 $0
Q1 2025

Apr 22, 2025
SELL
N/A
-2,295 Reduced 7.73%
27,407 $0
Q4 2024

Jan 22, 2025
BUY
N/A
1,861 Added 6.68%
29,702 $0
Q2 2024

Jul 22, 2024
BUY
N/A
27,841 New
27,841 $749 Million

Others Institutions Holding CGMS

# of Institutions
259
Shares Held
76.7M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGMS Quotes by TradingView
  • Ticker CGMS
More about CGMS
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