Lodestone Wealth Management LLC CAPITAL GROUP CORE BALANCED Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024
Number of Shares
9,858
Previous 9,309 5.9%
Holding current value
$308 Million
Previous $289 Million 6.65%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Jan 30, 2025
BUY
N/A
549 Added 5.9%
9,858 $308 Million
Q3 2024

Oct 29, 2024
BUY
N/A
1,951 Added 26.52%
9,309 $289 Million
Q2 2024

Jul 16, 2024
BUY
N/A
228 Added 3.2%
7,358 $219 Million
Q1 2024

Apr 30, 2024
BUY
N/A
7,130 New
7,130 $208 Million
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