LWA
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Lantern Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Lantern Wealth Advisors’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$364K Hold
9,950
– – 0.19% 122
2025
Q4 		$357K Sell
9,950
-1,825
-15% -$64.6K 0.19% 113
2025
Q3 		$411K Hold
11,775
– – 0.22% 105
2025
Q2 		$385K Buy
+11,775
New +$362K 0.23% 96
2024
Q4 		$287K Hold
10,275
– – 0.19% 102
2024
Q3 		$313K Hold
10,275
– – 0.22% 90
2024
Q2 		$291K Hold
10,275
– – 0.21% 93
2024
Q1 		$292K Buy
10,275
+700
+7% +$19.1K 0.21% 103
2023
Q4 		$259K Buy
+9,575
New +$244K 0.2% 98

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return