Investment Planning Advisors, Inc. CGUS Holdings History
Investment Planning Advisors, Inc.'s Capital Group Core Equity ETF Holding Summary
As of 2025-06-30, Investment Planning Advisors, Inc. held 788,011.00 shares of Capital Group Core Equity ETF(CGUS), totaling $29.10 Mil. This investment constitutes 10.28% of their stock portfolio, and Investment Planning Advisors, Inc. now holds 0.5% of the outstanding Capital Group Core Equity ETF(CGUS) stock.
The initial trade took place in 2024Q2. And since then Investment Planning Advisors, Inc. has made 3 purchases of CGUS, at an average price of $33.70, for a total of 788,011.00 shares. Based on historical transaction data and CGUS's current price of $38.32, Investment Planning Advisors, Inc.'s estimated gain on his CGUS holdings is $3.64 Mil, reflecting a 13.71% gain to date.
Investment Planning Advisors, Inc. CGUS ($38.32) Holding Chart
Investment Planning Advisors, Inc. CGUS ($38.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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