Pines Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Pines Wealth Management, LLC
- $283 Billion
- Q2 2025
A detailed history of Pines Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Pines Wealth Management, LLC holds 64,850 shares of CGUS stock, worth $2.43 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
64,850
Previous 60,246
7.64%
Holding current value
$2.43 Million
Previous $1.8 Billion
34.72%
% of portfolio
0.86%
Previous 0.83%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
335Shares Held
103MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$556 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$340 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$195 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$163 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$161 Million1.5% of portfolio