Lodestone Wealth Management LLC Amerco Com Ser N Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Amerco Com Ser N stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 16,470 shares of UHALB stock, worth $0. This represents 0.53% of its overall portfolio holdings.

Number of Shares
16,470
Holding current value
$0
% of portfolio
0.53%

Shares

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

Jan 30, 2025
BUY
N/A
16,470 New
16,470 $1.05 Billion
Q1 2023

May 15, 2023
BUY
N/A
194 Added 1.14%
17,260 $895 Million
Q4 2022

Feb 09, 2023
BUY
N/A
17,066 New
17,066 $938 Million

Others Institutions Holding UHALB

# of Institutions
304
Shares Held
59.4M
Call Options Held
9.8K
Put Options Held
0
View Full List

About AMERCO COM SER N

UHALB Quotes by TradingView
  • Ticker UHALB
More about UHALB
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email