LWA
Lantern Wealth Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
+11,775
| New | +$385K | 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% | +$19.9K | 0.21% | 103 |
|
|
2023
Q4 | $259K | Buy |
+9,575
| New | +$259K | 0.2% | 98 |
|