Lodestone Wealth Management LLC CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF Transaction History

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025
Number of Shares
1,950
Holding current value
$51.4 Million
% of portfolio
0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
N/A
1,950 New
1,950 $51.4 Million
Q3 2023

Oct 20, 2023
BUY
N/A
63,392 New
63,392 $1.59 Billion
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