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 $1.79 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
51,444Holding current value
$1.79 Million% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
272Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$232 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$131 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$106 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$92.8 Million0.21% of portfolio