Lodestone Wealth Management LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025
Number of Shares
10,166
Previous 9,706 4.74%
Holding current value
$256 Million
Previous $240 Million 6.39%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Apr 28, 2025
BUY
N/A
460 Added 4.74%
10,166 $256 Million
Q4 2024

Jan 30, 2025
BUY
N/A
445 Added 4.81%
9,706 $240 Million
Q3 2024

Oct 29, 2024
BUY
N/A
9,261 New
9,261 $245 Million
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