Pines Wealth Management, LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Pines Wealth Management, LLC

  • $216 Billion
  • Q1 2025
Number of Shares
14,798
Previous 18,592 20.41%
Holding current value
$333 Million
Previous $457 Million 27.05%
% of portfolio
0.15%
Previous 0.2%

Shares

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

Apr 11, 2025
SELL
N/A
-3,794 Reduced 20.41%
14,798 $333 Million
Q4 2024

Jan 14, 2025
BUY
N/A
18,592 New
18,592 $457 Million
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