Lantern Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Lantern Wealth Advisors, LLC

$154 Billion
Q4 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 45,890 shares of AVUV stock, worth $4.09 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

45,890

Previous 49,508 7.31%

Holding current value

$4.09 Million

Previous $4.75 Billion 6.75%

% of portfolio

2.88%

Previous 3.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$94.37 - $106.41 $341,430 - $384,991	-3,618 Reduced 7.31%	45,890 $4.43 Billion
Q3 2024 Nov 14, 2024	BUY	$88.24 - $99.7 $190,686 - $215,451	2,161 Added 4.56%	49,508 $4.75 Billion
Q2 2024 Aug 14, 2024	BUY	$86.93 - $93.77 $11,561 - $12,471	133 Added 0.28%	47,347 $4.25 Billion
Q1 2024 May 14, 2024	BUY	$84.87 - $93.71 $25,800 - $28,487	304 Added 0.65%	47,214 $4.42 Billion
Q4 2023 Feb 14, 2024	BUY	$73.38 - $91.25 $3.44 Million - $4.28 Million	46,910 New	46,910 $4.21 Billion

Others Institutions Holding AVUV

# of Institutions

840

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

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.

Account

Lantern Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History