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

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024
Number of Shares
64,498
Previous 49,653 29.9%
Holding current value
$1.74 Billion
Previous $1.28 Billion 35.58%
% of portfolio
0.87%
Previous 0.68%

Shares

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