Lodestone Wealth Management LLC CAPITAL GROUP CORE BALANCED Transaction History

Lodestone Wealth Management LLC

  • $190 Billion
  • Q2 2024
Number of Shares
7,358
Previous 7,130 3.2%
Holding current value
$219 Million
Previous $208 Million 5.4%
% of portfolio
0.12%
Previous 0.11%

Shares

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