Pines Wealth Management, LLC CAPITAL GROUP CONSERVATIVE E Transaction History

Pines Wealth Management, LLC

  • $216 Billion
  • Q1 2025
Number of Shares
55,640
Previous 54,366 2.34%
Holding current value
$1.36 Billion
Previous $1.43 Billion 4.82%
% of portfolio
0.63%
Previous 0.62%

Shares

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