Lantern Wealth Advisors, LLC AVUS Holdings History
Lantern Wealth Advisors, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2024-12-31, Lantern Wealth Advisors, LLC held 84,068.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $8.15 Mil. This investment constitutes 5.29% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0.1% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q4. And since then Lantern Wealth Advisors, LLC has made 2 purchases of AVUS, at an average price of $76.09, for a total of 97,525.00 shares. In addition, there have been 2 sales at an average price of $96.35 for 13,457.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Lantern Wealth Advisors, LLC's estimated gain on his AVUS holdings is $2.49 Mil, reflecting a 33.60% gain to date.
Lantern Wealth Advisors, LLC AVUS ($102.51) Holding Chart
Lantern Wealth Advisors, LLC AVUS ($102.51) 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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