Lodestone Wealth Management LLC PIMCO ETF TR Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024
Number of Shares
12,100
Previous 10,033 20.6%
Holding current value
$314 Million
Previous $267 Million 17.3%
% of portfolio
0.16%
Previous 0.13%

Shares

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

Jan 30, 2025
BUY
N/A
2,067 Added 20.6%
12,100 $314 Million
Q3 2024

Oct 29, 2024
BUY
N/A
10,033 New
10,033 $267 Million
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