Lodestone Wealth Management LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024
Number of Shares
79,615
Previous 64,498 23.44%
Holding current value
$2.05 Billion
Previous $1.74 Billion 18.12%
% of portfolio
1.03%
Previous 0.87%

Shares

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

Jan 30, 2025
BUY
N/A
15,117 Added 23.44%
79,615 $2.05 Billion
Q3 2024

Oct 29, 2024
BUY
N/A
14,845 Added 29.9%
64,498 $1.74 Billion
Q2 2024

Jul 16, 2024
BUY
N/A
14,978 Added 43.2%
49,653 $1.28 Billion
Q1 2024

Apr 30, 2024
BUY
N/A
34,675 New
34,675 $901 Million
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