Pines Wealth Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Pines Wealth Management, LLC

  • $216 Billion
  • Q1 2025
Number of Shares
17,974
Previous 19,898 9.67%
Holding current value
$515 Million
Previous $617 Million 16.52%
% of portfolio
0.24%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
N/A
-1,924 Reduced 9.67%
17,974 $515 Million
Q4 2024

Jan 14, 2025
BUY
N/A
19,898 New
19,898 $617 Million
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