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 $409,564. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,634
Previous 7,264 5.09%
Holding current value
$409,564
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
1,008
Shares Held
406M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email