Lodestone Wealth Management LLC CAPITAL GROUP CONSERVATIVE EQUITY ETF Transaction History

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025
Number of Shares
12,554
Previous 9,682 29.66%
Holding current value
$378 Million
Previous $263 Million 43.99%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Oct 24, 2025
BUY
N/A
2,872 Added 29.66%
12,554 $378 Million
Q1 2025

Apr 28, 2025
BUY
N/A
9,682 New
9,682 $263 Million
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