Lantern Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Lantern Wealth Advisors, LLC

  • $144 Billion
  • Q3 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 63,168 shares of SPHY stock, worth $1.5 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
63,168
Previous 59,618 5.95%
Holding current value
$1.5 Million
Previous $1.38 Billion 9.69%
% of portfolio
1.05%
Previous 1.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$23.04 - $24.06 $81,792 - $85,413
3,550 Added 5.95%
63,168 $1.52 Billion
Q2 2024

Aug 14, 2024
BUY
$22.82 - $23.32 $13,030 - $13,315
571 Added 0.97%
59,618 $1.38 Billion
Q1 2024

May 14, 2024
SELL
$23.14 - $23.52 $2,545 - $2,587
-110 Reduced 0.19%
59,047 $1.39 Billion
Q4 2023

Feb 14, 2024
BUY
$21.84 - $23.52 $1.29 Million - $1.39 Million
59,157 New
59,157 $1.38 Billion

Others Institutions Holding SPHY

# of Institutions
382
Shares Held
148M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email