Lantern Wealth Advisors’s 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
2025 Q2	$385K	Buy
2024 Q4	$287K	Hold
2024 Q3	$313K	Hold
2024 Q2	$291K	Hold
2024 Q1	$292K	Buy
2023 Q4	$259K	Buy