LWA
Lantern Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95M | Buy |
+88,731
| New | +$8.95M | 5.33% | 1 |
|
|
2024
Q4 | $8.15M | Sell |
84,068
-10,881
| -11% | -$1.05M | 5.29% | 2 |
|
|
2024
Q3 | $9.03M | Buy |
94,949
+570
| +0.6% | +$54.2K | 6.26% | 2 |
|
|
2024
Q2 | $8.51M | Sell |
94,379
-2,576
| -3% | -$232K | 6.17% | 1 |
|
|
2024
Q1 | $8.68M | Buy |
96,955
+3,540
| +4% | +$317K | 6.1% | 1 |
|
|
2023
Q4 | $7.62M | Buy |
+93,415
| New | +$7.62M | 5.97% | 2 |
|