Lodestone Wealth Management LLC's ownership history for SPDW

Lodestone Wealth Management LLC currently holds 6.7K shares with a market value of $306.5K. It started holding SPDW on 2024-09-30. At its peak, it held 6.7K shares on 2026-03-31. Its highest holding value was $306.5K on 2026-03-31. At its lowest, it held 6.7K shares on 2025-09-30, with a value of $229.0K on 2024-12-31. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 31. In the recent year, Lodestone Wealth Management LLC has increased its shares by 5.