Lodestone Wealth Management LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024
Number of Shares
9,706
Previous 9,261 4.81%
Holding current value
$240 Million
Previous $245 Million 1.97%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
445 Added 4.81%
9,706 $240 Million
Q3 2024

Oct 29, 2024
BUY
N/A
9,261 New
9,261 $245 Million
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