Number of Shares
233
Holding current value
$252 Million
% of portfolio
0.09%

Shares

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

Jul 09, 2025

BUY
N/A
233 New
233 $252 Million
Q4 2024

Jan 14, 2025

BUY
N/A
245 New
245 $234 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.