Lantern Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Lantern Wealth Advisors, LLC

  • $144 Billion
  • Q3 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 7,634 shares of SPYV stock, worth $417,350. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,634
Previous 7,264 5.09%
Holding current value
$417,350
Previous $354 Million 13.98%
% of portfolio
0.28%
Previous 0.26%

Shares

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

Nov 14, 2024
BUY
$48.51 - $52.86 $17,948 - $19,558
370 Added 5.09%
7,634 $404 Million
Q2 2024

Aug 14, 2024
BUY
$47.37 - $50.09 $40,785 - $43,127
861 Added 13.45%
7,264 $354 Million
Q1 2024

May 14, 2024
BUY
$45.88 - $50.1 $293,769 - $320,790
6,403 New
6,403 $321 Million

Others Institutions Holding SPYV

# of Institutions
1,011
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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