Investment Planning Advisors, Inc. CGCP Holdings History
Investment Planning Advisors, Inc.'s Capital Group Core Plus Income ETF Holding Summary
As of 2025-06-30, Investment Planning Advisors, Inc. held 841,368.00 shares of Capital Group Core Plus Income ETF(CGCP), totaling $18.93 Mil. This investment constitutes 6.69% of their stock portfolio, and Investment Planning Advisors, Inc. now holds 0.37% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.
The initial trade took place in 2024Q2. And since then Investment Planning Advisors, Inc. has made 1 purchases of CGCP, at an average price of $22.32, for a total of 886,110.00 shares. In addition, there have been 2 sales at an average price of $22.29 for 44,742.00 shares. Based on historical transaction data and CGCP's current price of $22.42, Investment Planning Advisors, Inc.'s estimated gain on his CGCP holdings is $76,467.59, reflecting a 0.39% gain to date.
Investment Planning Advisors, Inc. CGCP ($22.42) Holding Chart
Investment Planning Advisors, Inc. CGCP ($22.42) 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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