Lantern Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Lantern Wealth Advisors, LLC
- $144 Billion
- Q3 2024
A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 10,300 shares of IVW stock, worth $1.07 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
10,300
Previous 6,736
52.91%
Holding current value
$1.07 Million
Previous $623 Million
58.23%
% of portfolio
0.68%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.82 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.57 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.45 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.93 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.62 Billion0.69% of portfolio