Pines Wealth Management, LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Pines Wealth Management, LLC

  • $297 Billion
  • Q3 2025
Number of Shares
14,188
Previous 14,307 0.83%
Holding current value
$438 Million
Previous $414 Million 5.85%
% of portfolio
0.15%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
N/A
-119 Reduced 0.83%
14,188 $438 Million
Q2 2025

Jul 09, 2025
SELL
N/A
-491 Reduced 3.32%
14,307 $414 Million
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
Track This Portfolio

Track Pines Wealth Management, LLC Portfolio

Follow Pines Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pines Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pines Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email