Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
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
:
Closed Positions
:
Increased Positions
:
Unchanged Positions
:
Decreased Positions
:
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
Menu
Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
BLK
BlackRock Inc A
Closed
$796.67
$0
0
0%
-202,000
-249
0
N/A
FDX
Fedex Corp
Closed
$265.73
$0
0
0%
-413,000
-1,632
0
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us