Lodestone Wealth Management LLC's ownership history for WAL

Lodestone Wealth Management LLC currently holds 10.1K shares with a market value of $848.9K. It started holding WAL on 2024-09-30. At its peak, it held 10.1K shares on 2025-12-31. Its highest holding value was $848.9K on 2025-12-31. At its lowest, it held 7.9K shares on 2025-03-31, with a value of $605.1K on 2025-03-31. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 1.4K. In the recent year, Lodestone Wealth Management LLC has increased its shares by 535.