Pines Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Pines Wealth Management, LLC
- $230 Billion
- Q4 2024
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 51,444 shares of CGUS stock, worth $1.86 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
51,444Holding current value
$1.86 Million% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
304Shares Held
86.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$334 Million0.14% of portfolio
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Envestnet Asset Management Inc7.83MShares$283 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$175 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$145 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$143 Million1.35% of portfolio