Lodestone Wealth Management LLC's ownership history for USAI

Lodestone Wealth Management LLC currently holds 4.9K shares with a market value of $228.5K. It started holding USAI on 2025-06-30. At its peak, it held 7.3K shares on 2025-09-30. Its highest holding value was $291.8K on 2025-09-30. At its lowest, it held 4.8K shares on 2025-12-31, with a value of $184.0K on 2025-12-31. In the recent 180 days, Lodestone Wealth Management LLC has decreased its shares by 2.5K.