Investment Planning Advisors, Inc. Capital Group Core Equity ETF Call Options Transaction History

Investment Planning Advisors, Inc.

$185 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CGUS

# of Institutions

259

Shares Held

61.5M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

5.89M
Shares

$201 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

4.91M
Shares

$168 Million
0.08% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.62M
Shares

$124 Million
1.22% of portfolio
Raymond James & Associates St Petersburg, FL

2.61M
Shares

$89.3 Million
0.06% of portfolio
Northwestern Mutual Wealth Management CO

2.47M
Shares

$84.6 Million
0.08% of portfolio

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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