Investment Planning Advisors, Inc. Capital Group Core Plus Income Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 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 886,110 shares of CGCP stock, worth $19.7 Million. This represents 9.84% of its overall portfolio holdings.
Number of Shares
886,110
Previous 568,531
55.86%
Holding current value
$19.7 Million
Previous $13.1 Million
49.59%
% of portfolio
9.84%
Previous 7.1%
Shares
2 transactions
Others Institutions Holding CGCP
# of Institutions
214Shares Held
113MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$246 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$185 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC4.4MShares$97.9 Million15.66% of portfolio