Pines Wealth Management, LLC CAPITAL GROUP CONSERVATIVE E Transaction History

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025
Number of Shares
58,246
Previous 55,640 4.68%
Holding current value
$1.69 Billion
Previous $1.36 Billion 23.95%
% of portfolio
0.6%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
N/A
2,606 Added 4.68%
58,246 $1.69 Billion
Q1 2025

Apr 11, 2025
BUY
N/A
1,274 Added 2.34%
55,640 $1.36 Billion
Q4 2024

Jan 14, 2025
BUY
N/A
54,366 New
54,366 $1.43 Billion
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