Pines Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Pines Wealth Management, LLC
- $297 Billion
- Q3 2025
A detailed history of Pines Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Pines Wealth Management, LLC holds 61,930 shares of CGUS stock, worth $2.46 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
61,930
Previous 64,850
4.5%
Holding current value
$2.46 Million
Previous $2.43 Billion
0.8%
% of portfolio
0.82%
Previous 0.86%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
372Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
-
Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio