A detailed history of Lantern Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 10,275 shares of CWI stock, worth $295,817. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,275
Previous 9,575 7.31%
Holding current value
$295,817
Previous $259 Million 12.71%
% of portfolio
0.21%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$26.02 - $28.41 $18,214 - $19,887
700 Added 7.31%
10,275 $292 Million
Q4 2023

Feb 14, 2024

BUY
$23.83 - $27.04 $228,172 - $258,908
9,575 New
9,575 $259 Million

Others Institutions Holding CWI

About SPDR SER TR SPDR MSCI ACWI EX


  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
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.