Lantern Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Lantern Wealth Advisors, LLC

  • $144 Billion
  • Q3 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 3,720 shares of SPY stock, worth $2.21 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
3,720
Previous 3,390 9.73%
Holding current value
$2.21 Million
Previous $1.84 Billion 15.69%
% of portfolio
1.48%
Previous 1.34%

Shares

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

Nov 14, 2024
BUY
$517.38 - $573.86 $170,735 - $189,373
330 Added 9.73%
3,720 $2.13 Billion
Q2 2024

Aug 14, 2024
SELL
$495.16 - $548.49 $22,777 - $25,230
-46 Reduced 1.34%
3,390 $1.84 Billion
Q1 2024

May 14, 2024
BUY
$467.28 - $523.17 $85,044 - $95,216
182 Added 5.59%
3,436 $1.8 Billion
Q4 2023

Feb 14, 2024
BUY
$410.68 - $476.69 $1.34 Million - $1.55 Million
3,254 New
3,254 $1.55 Billion

Others Institutions Holding SPY

# of Institutions
4,543
Shares Held
592M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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