Lodestone Wealth Management LLC CAPITAL GROUP DIVIDEND GROWE Transaction History

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025
Number of Shares
10,243
Previous 8,648 18.44%
Holding current value
$317 Million
Previous $256 Million 23.48%
% of portfolio
0.17%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
1,595 Added 18.44%
10,243 $317 Million
Q4 2024

Jan 30, 2025
BUY
N/A
8,648 New
8,648 $256 Million
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