Pines Wealth Management, LLC CAPITAL GROUP CONSERVATIVE E Transaction History

Pines Wealth Management, LLC

  • $297 Billion
  • Q3 2025
Number of Shares
57,992
Previous 58,246 0.44%
Holding current value
$1.75 Billion
Previous $1.69 Billion 3.55%
% of portfolio
0.59%
Previous 0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
N/A
-254 Reduced 0.44%
57,992 $1.75 Billion
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
Track This Portfolio

Track Pines Wealth Management, LLC Portfolio

Follow Pines Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pines Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pines Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email