Lodestone Wealth Management LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025
Number of Shares
87,498
Previous 79,615 9.9%
Holding current value
$2.3 Billion
Previous $2.05 Billion 11.99%
% of portfolio
1.22%
Previous 1.03%

Shares

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

Apr 28, 2025
BUY
N/A
7,883 Added 9.9%
87,498 $2.3 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
15,117 Added 23.44%
79,615 $2.05 Billion
Q3 2024

Oct 29, 2024
BUY
N/A
14,845 Added 29.9%
64,498 $1.74 Billion
Q2 2024

Jul 16, 2024
BUY
N/A
14,978 Added 43.2%
49,653 $1.28 Billion
Q1 2024

Apr 30, 2024
BUY
N/A
34,675 New
34,675 $901 Million
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone 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 Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email