Investment Planning Advisors, Inc. Capital Group Intl Focus Equit Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 16,709 shares of CGXU stock, worth $394,666. This represents 0.2% of its overall portfolio holdings.
Number of Shares
16,709Holding current value
$394,666% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding CGXU
# of Institutions
275Shares Held
103MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.58MShares$226 Million0.69% of portfolio
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Northwestern Mutual Wealth Management CO6.73MShares$159 Million0.14% of portfolio
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Wells Fargo & Company San Francisco, CA5.75MShares$136 Million0.03% of portfolio
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Ubs Group Ag4.64MShares$110 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.36MShares$103 Million0.04% of portfolio