Lodestone Wealth Management LLC Pacer Fds Tr Amern Energy Inde Transaction History

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025

A detailed history of Lodestone Wealth Management LLC transactions in Pacer Fds Tr Amern Energy Inde stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 4,822 shares of USAI stock, worth $184,875. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,822
Previous 7,324 34.16%
Holding current value
$184,875
Previous $292 Million 36.96%
% of portfolio
0.07%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$36.54 - $39.68 $91,423 - $99,279
-2,502 Reduced 34.16%
4,822 $184 Million
Q3 2025

Oct 24, 2025
BUY
$38.66 - $40.82 $283,145 - $298,965
7,324 New
7,324 $292 Million

Others Institutions Holding USAI

# of Institutions
52
Shares Held
1.21M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR AMERN ENERGY INDE

USAI Quotes by TradingView
  • Ticker USAI
  • Sector ETFs
  • Industry ETFs
More about USAI
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