Lantern Wealth Advisors, LLC Purchases and Sells in Q3 2024

Lantern Wealth Advisors, LLC

$144 Billion
Q3 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	210 + 0.52%	$162.83 - $179.16 $34.2K - $37.6K	40.8K $7.3B
AVUS	570 + 0.6%	$86.27 - $95.15 $49.2K - $54.2K	94.9K $9.03B
AVUV	2.16K + 4.56%	$88.24 - $99.7 $191K - $215K	49.5K $4.75B
ENB	9K + 76.95%	$35.27 - $41.18 $317K - $371K	20.7K $840M
EFV	6.18K + 134.13%	$51.72 - $57.96 $320K - $358K	10.8K $621M
IVW	3.56K + 52.91%	$84.77 - $97.13 $302K - $346K	10.3K $986M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CCI	2.3K New	$95.29 - $120.24 $219K - $277K	2.3K $273M
AMD	1.4K New	$128.67 - $183.96 $180K - $258K	1.4K $230M
BLACKROCK ETF TRUST II	4.03K New	N/A	4.03K $216M
VGK	2.87K New	$65.06 - $71.72 $187K - $206K	2.87K $204M
IWM	906 New	$200.87 - $224.6 $182K - $203K	906 $200M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-979 - 27.47%	$520.18 - $576.82 $509K - $565K	2.59K $1.49B
GOOGL	-426 - 2.64%	$148.65 - $191.18 $63.3K - $81.4K	15.7K $2.61B
DXCM	-500 - 11.63%	$64.0 - $116.06 $32K - $58K	3.8K $255M
BAC	-5.64K - 23.2%	$36.65 - $44.13 $207K - $249K	18.7K $741M
AIM ETF PRODUCTS TRUST	-7.37K - 43.82%	N/A	9.45K $287M
AMZN	-65 - 0.37%	$161.02 - $200.0 $10.5K - $13K	17.7K $3.29B

Activity Summary All Purchases 61 New Holdings 5 Increased Positions 56 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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