Lantern Wealth Advisors, LLC IYW Holdings History
Lantern Wealth Advisors, LLC's iShares U.S. Technology ETF Holding Summary
As of 2024-12-31, Lantern Wealth Advisors, LLC held 3,279.00 shares of iShares U.S. Technology ETF(IYW), totaling $523,170.00. This investment constitutes 0.34% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2023Q4. And since then Lantern Wealth Advisors, LLC has made 3 purchases of IYW, at an average price of $139.03, for a total of 6,548.00 shares. In addition, there have been 1 sales at an average price of $147.06 for 3,269.00 shares. Based on historical transaction data and IYW's current price of $178.72, Lantern Wealth Advisors, LLC's estimated gain on his IYW holdings is $156,362.81, reflecting a 17.18% gain to date.
Lantern Wealth Advisors, LLC IYW ($178.72) Holding Chart
Lantern Wealth Advisors, LLC IYW ($178.72) 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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