Lantern Wealth Advisors, LLC Technology Sector Spdr Transaction History

Lantern Wealth Advisors, LLC

$154 Billion
Q4 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 5,325 shares of XLK stock, worth $1.28 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

5,325

Previous 5,322 0.06%

Holding current value

$1.28 Million

Previous $1.2 Billion 3.05%

% of portfolio

0.8%

Previous 0.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$220.26 - $241.44 $660 - $724	3 Added 0.06%	5,325 $1.24 Billion
Q3 2024 Nov 14, 2024	SELL	$197.34 - $237.68 $18,155 - $21,866	-92 Reduced 1.7%	5,322 $1.2 Billion
Q2 2024 Aug 14, 2024	SELL	$192.53 - $231.41 $48,517 - $58,315	-252 Reduced 4.45%	5,414 $1.22 Billion
Q1 2024 May 14, 2024	BUY	$184.12 - $211.02 $45,661 - $52,332	248 Added 4.58%	5,666 $1.18 Billion
Q4 2023 Feb 14, 2024	BUY	$160.19 - $193.07 $867,909 - $1.05 Million	5,418 New	5,418 $1.04 Billion

Others Institutions Holding XLK

# of Institutions

2,407

Shares Held

177M

Call Options Held

9.73M

Put Options Held

15.2M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Lantern Wealth Advisors, LLC Technology Sector Spdr Transaction History