Lantern Wealth Advisors, LLC Technology Sector Spdr Transaction History
Lantern Wealth Advisors, LLC
- $138 Billion
- Q2 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 5,414 shares of XLK stock, worth $1.24 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
5,414
Previous 5,666
4.45%
Holding current value
$1.24 Million
Previous $1.18 Billion
3.79%
% of portfolio
0.89%
Previous 0.83%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,216Shares Held
172MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.07 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.46 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.17 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.62 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.25 Billion0.44% of portfolio