Investment Planning Advisors, Inc. Capital Group Global Growth Eq Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 18,549 shares of CGGO stock, worth $609,149. This represents 0.29% of its overall portfolio holdings.
Number of Shares
18,549
Previous 315,262
94.12%
Holding current value
$609,149
Previous $8.93 Million
93.36%
% of portfolio
0.29%
Previous 4.42%
Shares
4 transactions
Others Institutions Holding CGGO
# of Institutions
341Shares Held
157MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA18.2MShares$598 Million5.51% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.1MShares$396 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$366 Million0.13% of portfolio
-
Northwestern Mutual Wealth Management CO10.8MShares$353 Million0.25% of portfolio
-
Morgan Stanley New York, NY7.5MShares$246 Million0.02% of portfolio