Pines Wealth Management, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025
Number of Shares
37,032
Previous 31,166 18.82%
Holding current value
$969 Million
Previous $812 Million 19.41%
% of portfolio
0.34%
Previous 0.38%

Shares

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

Jul 09, 2025
BUY
N/A
5,866 Added 18.82%
37,032 $969 Million
Q1 2025

Apr 11, 2025
SELL
N/A
-488 Reduced 1.54%
31,166 $812 Million
Q4 2024

Jan 14, 2025
BUY
N/A
31,654 New
31,654 $808 Million
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