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| Name: |
Lodestone Wealth Management LLC |
| City: |
SPOKANE |
| State: |
WA |
| Zip: |
99201 |
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data |
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Filing Period: |
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| Holdings
Found :
6 |
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Unchanged Positions |
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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 |
|
FITB |
Fifth Third Bancorp |
74 |
- |
$38.78 |
$598,000 |
16,072 |
0.31% |
44,000 |
0 |
0 |
Domestic Regional Banks |
|
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EFV |
iShares MSCI EAFE Value Ind... |
80 |
- |
$0.00 |
$550,000 |
10,110 |
0.29% |
23,000 |
0 |
0 |
Closed - End Fund - E... |
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MTB |
M&T Bank Corp |
85 |
- |
$153.66 |
$525,000 |
3,612 |
0.28% |
30,000 |
0 |
0.002 |
Domestic Regional Banks |
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IMTM |
Ishares Edge Msci Intl Mome... |
110 |
- |
$25.80 |
$377,000 |
9,602 |
0.2% |
48,000 |
0 |
0.005 |
N/A |
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SCHJ |
Schwab 1-5 Year Corporate B... |
116 |
- |
$0.00 |
$335,000 |
6,935 |
0.18% |
-1,000 |
0 |
0 |
N/A |
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WEC |
WEC Energy Group Inc |
139 |
- |
$85.43 |
$237,000 |
2,888 |
0.12% |
-6,000 |
0 |
0.001 |
Multi Utilities |
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