Investment Planning Advisors, Inc. Capital Group Core Equity ETF Transaction History
Investment Planning Advisors, Inc.
- $196 Billion
- Q2 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 246,626 shares of CGUS stock, worth $7.98 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
246,626Holding current value
$7.98 Million% of portfolio
4.06%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$191 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC4.91MShares$159 Million0.08% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$117 Million1.22% of portfolio
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Northwestern Mutual Wealth Management CO2.47MShares$80.1 Million0.08% of portfolio
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Cetera Investment Advisers Schaumburg, IL2.34MShares$75.7 Million0.18% of portfolio