Lantern Wealth Advisors, LLC RSP Holdings History
Lantern Wealth Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2024-12-31, Lantern Wealth Advisors, LLC held 38,206.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $6.69 Mil. This investment constitutes 4.35% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q4. And since then Lantern Wealth Advisors, LLC has made 2 purchases of RSP, at an average price of $145.51, for a total of 41,365.00 shares. In addition, there have been 2 sales at an average price of $177.69 for 3,159.00 shares. Based on historical transaction data and RSP's current price of $184.18, Lantern Wealth Advisors, LLC's estimated gain on his RSP holdings is $1.58 Mil, reflecting a 26.23% gain to date.
Lantern Wealth Advisors, LLC RSP ($184.18) Holding Chart
Lantern Wealth Advisors, LLC RSP ($184.18) 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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