Lodestone Wealth Management LLC Select Sector Spdr Consumer Di Transaction History

Lodestone Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$169.76 - $184.45 $16,466 - $17,891	97 Added 6.99%	1,485 $271 Million
Q1 2024 Apr 30, 2024	BUY	$170.9 - $185.02 $8,203 - $8,880	48 Added 3.58%	1,388 $255 Million
Q4 2023 Jan 24, 2024	BUY	$148.04 - $181.41 $10,954 - $13,424	74 Added 5.85%	1,340 $240 Million
Q3 2023 Oct 20, 2023	BUY	$158.36 - $176.97 $200,483 - $224,044	1,266 New	1,266 $204 Million

1,297

76.8M

7.35M

18M

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

Stay updated on Lodestone Wealth Management LLC with notifications on news.