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

Lodestone Wealth Management LLC

  • $190 Billion
  • Q2 2024
Number of Shares
49,653
Previous 34,675 43.2%
Holding current value
$1.28 Billion
Previous $901 Million 42.24%
% of portfolio
0.68%
Previous 0.47%

Shares

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