Lantern Wealth Advisors, LLC SPY Holdings History
Lantern Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-12-31, Lantern Wealth Advisors, LLC held 70.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.22 Mil. This investment constitutes 1.44% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Lantern Wealth Advisors, LLC has made 2 purchases of SPY, at an average price of $457.41, for a total of 3,766.00 shares. In addition, there have been 2 sales at an average price of $588.67 for 3,696.00 shares. Based on historical transaction data and SPY's current price of $628.77, Lantern Wealth Advisors, LLC's estimated gain on his SPY holdings is $497,124.08, reflecting a 28.86% gain to date.
Lantern Wealth Advisors, LLC SPY ($628.77) Holding Chart
Lantern Wealth Advisors, LLC SPY ($628.77) 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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