Lantern Wealth Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History

Lantern Wealth Advisors, LLC

  • $189 Billion
  • Q3 2025
Number of Shares
18,469
Previous 18,220 1.37%
Holding current value
$641 Million
Previous $609 Million 5.25%
% of portfolio
0.34%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 26, 2025
BUY
N/A
249 Added 1.37%
18,469 $641 Million
Q2 2025

Aug 14, 2025
BUY
N/A
18,220 New
18,220 $609 Million
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