Lodestone Wealth Management LLC PIMCO ETF TR Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024
Number of Shares
5,102
Previous 5,536 7.84%
Holding current value
$514 Million
Previous $560 Million 8.21%
% of portfolio
0.26%
Previous 0.28%

Shares

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