Pines Wealth Management, LLC CAPITAL GROUP EQUITY ETF TR Transaction History

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025
Number of Shares
34,618
Previous 32,523 6.44%
Holding current value
$951 Million
Previous $682 Million 39.37%
% of portfolio
0.34%
Previous 0.32%

Shares

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

Jul 09, 2025
BUY
N/A
2,095 Added 6.44%
34,618 $951 Million
Q1 2025

Apr 11, 2025
BUY
N/A
32,523 New
32,523 $682 Million
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