Lodestone Wealth Management LLC CAPITAL GROUP DIVIDEND GROWERS ETF Transaction History

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025
Number of Shares
15,126
Previous 10,243 47.67%
Holding current value
$524 Million
Previous $317 Million 65.59%
% of portfolio
0.24%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
4,883 Added 47.67%
15,126 $524 Million
Q1 2025

Apr 28, 2025
BUY
N/A
1,595 Added 18.44%
10,243 $317 Million
Q4 2024

Jan 30, 2025
BUY
N/A
8,648 New
8,648 $256 Million
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