Lantern Wealth Advisors, LLC AVUV Holdings History
Lantern Wealth Advisors, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2024-12-31, Lantern Wealth Advisors, LLC held 45,890.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $4.43 Mil. This investment constitutes 2.88% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0.03% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q4. And since then Lantern Wealth Advisors, LLC has made 3 purchases of AVUV, at an average price of $80.67, for a total of 49,508.00 shares. In addition, there have been 1 sales at an average price of $99.42 for 3,618.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Lantern Wealth Advisors, LLC's estimated gain on his AVUV holdings is $669,074.46, reflecting a 16.75% gain to date.
Lantern Wealth Advisors, LLC AVUV ($93.77) Holding Chart
Lantern Wealth Advisors, LLC AVUV ($93.77) 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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