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Company Main View
Name:
Lodestone Wealth Management LLC
City:
SPOKANE
State:
WA
Zip:
99201
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$190,667,000
Total Value Change :
$17,854,000
Securities Held Change :
8
All Securities Held :
148
New Positions
:
9
Closed Positions
:
2
Increased Positions
:
68
Unchanged Positions
:
6
Decreased Positions
:
65
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
FDX
Fedex Corp
149
Closed
$252.07
$0
0
0%
-413,000
-1,632
0
AirDelivery & Freight...
BLK
BlackRock Inc A
148
Closed
$799.61
$0
0
0%
-202,000
-249
0
Investment Brokerage ...
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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