Lantern Wealth Advisors, LLC LQD Holdings History
Lantern Wealth Advisors, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2024-12-31, Lantern Wealth Advisors, LLC held 33,388.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $3.57 Mil. This investment constitutes 2.32% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0.01% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2023Q4. And since then Lantern Wealth Advisors, LLC has made 3 purchases of LQD, at an average price of $104.63, for a total of 33,623.00 shares. In addition, there have been 1 sales at an average price of $108.66 for 235.00 shares. Based on historical transaction data and LQD's current price of $108.29, Lantern Wealth Advisors, LLC's estimated gain on his LQD holdings is $123,156.70, reflecting a 3.50% gain to date.
Lantern Wealth Advisors, LLC LQD ($108.29) Holding Chart
Lantern Wealth Advisors, LLC LQD ($108.29) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
