Investment Planning Advisors, Inc. Capital Group Core Plus Income Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 568,531 shares of CGCP stock, worth $12.8 Million. This represents 7.1% of its overall portfolio holdings.
Number of Shares
568,531
Previous 568,531
-0.0%
Holding current value
$12.8 Million
Previous $12.6 Billion
99.9%
% of portfolio
7.1%
Previous 6.45%
Shares
1 transactions
Others Institutions Holding CGCP
# of Institutions
203Shares Held
90.4MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA8.3MShares$187 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$131 Million0.03% of portfolio
-
Johnson Bixby & Associates, LLC4.07MShares$91.4 Million14.97% of portfolio
-
Morgan Stanley New York, NY3.82MShares$86 Million0.01% of portfolio
-
Ubs Group Ag3.33MShares$75 Million0.02% of portfolio