Pines Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Pines Wealth Management, LLC
- $230 Billion
- Q4 2024
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 51,444 shares of CGUS stock, worth $1.75 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
51,444Holding current value
$1.75 Million% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
310Shares Held
86.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$314 Million0.14% of portfolio
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Envestnet Asset Management Inc7.83MShares$267 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$165 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$137 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$135 Million1.35% of portfolio