Investment Planning Advisors, Inc. Portfolio Holdings
Investment Planning Advisors, Inc.
- $196 Billion
- Q2 2024
Investment Planning Advisors, Inc. has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $23.7B, Invesco Exchange Traded Fd Tr with a value of $13.4B, Invesco Exchange Traded Fd Tr with a value of $12.7B, Invesco Exchange Traded Fd Tr with a value of $12.7B, and Capital Group Core Plus Income with a value of $12.6B.
Examining the 13F form we can see an increase of $196B in the current position value.
Investment Planning Advisors, Inc. is based out at Cumming, GA
Below you can find more details about Investment Planning Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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