Number of Shares
18,867.00
Current Holdings Value*
$4.14 Mil
% of Portfolio
2.69%
Total Estimate Gain
$1.54 Mil
% of Total Estimate Gain
56.23%

Lantern Wealth Advisors, LLC's Amazon.com Inc Holding Summary

As of 2024-12-31, Lantern Wealth Advisors, LLC held 18,867.00 shares of Amazon.com Inc(AMZN), totaling $4.14 Mil. This investment constitutes 2.69% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2023Q4. And since then Lantern Wealth Advisors, LLC has made 3 purchases of AMZN, at an average price of $144.65, for a total of 18,932.00 shares. In addition, there have been 1 sales at an average price of $182.46 for 65.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Lantern Wealth Advisors, LLC's estimated gain on his AMZN holdings is $1.54 Mil, reflecting a 56.23% gain to date.

Lantern Wealth Advisors, LLC AMZN ($226.13) Holding Chart

Lantern Wealth Advisors, LLC AMZN ($226.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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