Lodestone Wealth Management LLC Purchases and Sells in Q3 2024

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024

Top Buys

Incresed Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
69.9K
+ 71.11%
N/A
168K $4.36B
63.8K
+ 42.64%
$22.12 - $23.31 $1.41M - $1.49M
213K $4.93B
25.4K
+ 28.12%
$32.96 - $36.48 $837K - $926K
116K $4.22B
21K
+ 19.49%
$50.25 - $50.74 $1.05M - $1.06M
129K $6.53B
12.8K
+ 36.02%
$56.04 - $62.2 $720K - $799K
48.5K $3.02B
10.7K
+ 35.02%
$76.38 - $78.87 $820K - $847K
41.4K $3.26B
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
PIMCO ETF TR
5.54K
New
N/A
5.54K $560M
PIMCO ETF TR
10K
New
N/A
10K $267M
CAPITAL GROUP NEW GEOGRAPHY
9.26K
New
N/A
9.26K $245M
2.07K
New
$88.52 - $111.8 $183K - $232K
2.07K $232M
2.74K
New
$57.22 - $80.08 $157K - $219K
2.74K $213M
358
New
$460.3 - $584.56 $165K - $209K
358 $209M
View all

Top Sells

Reduced Positions

89 operations
Stock Shares change Price Range Shares Held Trade History
-29.8K
- 59.15%
$71.45 - $75.64 $2.13M - $2.25M
20.6K $1.54B
-30.3K
- 62.67%
$48.42 - $50.35 $1.47M - $1.53M
18K $907M
-1.19K
- 2.38%
$49.91 - $63.73 $59.6K - $76.1K
49K $2.52B
-481
- 3.37%
$156.12 - $209.64 $75.1K - $101K
13.8K $2.34B
-1.18K
- 3.52%
$111.15 - $128.97 $131K - $152K
32.2K $3.65B
-894
- 51.35%
$517.38 - $573.86 $463K - $513K
847 $486M
View all
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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