LWA
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Lantern Wealth Advisors’s Allstate ALL Stock Holding History

Lantern Wealth Advisors’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,483
Closed -$628K – 129
2023
Q4 		$628K Buy
+4,483
New +$628K 0.49% 51