Lodestone Wealth Management LLC PIMCO ETF TR Transaction History

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025
Number of Shares
5,193
Previous 5,102 1.78%
Holding current value
$526 Million
Previous $514 Million 2.18%
% of portfolio
0.28%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
91 Added 1.78%
5,193 $526 Million
Q4 2024

Jan 30, 2025
SELL
N/A
-434 Reduced 7.84%
5,102 $514 Million
Q3 2024

Oct 29, 2024
BUY
N/A
5,536 New
5,536 $560 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