Lodestone Wealth Management LLC CAPITAL GROUP CORE BALANCED Transaction History

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024
Number of Shares
9,309
Previous 7,358 26.52%
Holding current value
$289 Million
Previous $219 Million 32.12%
% of portfolio
0.14%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
N/A
1,951 Added 26.52%
9,309 $289 Million
Q2 2024

Jul 16, 2024
BUY
N/A
228 Added 3.2%
7,358 $219 Million
Q1 2024

Apr 30, 2024
BUY
N/A
7,130 New
7,130 $208 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