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S&p Global Water Index Etf etf shares owned by Lantern Wealth Advisors

Quarter-by-quarter ownership of S&p Global Water Index Etf etf (CGW) shares owned by Lantern Wealth Advisors from 13F filings

Historical chart of Lantern Wealth Advisors investment in S&p Global Water Index Etf etf

Tip: Access up to 7 years of quarterly data

All positions including S&p Global Water Index Etf etf held by Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global Water Index Etf etf by Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $270k 5.1k 53.01

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American Centy Etf Tr Us Eqt Etf (AVUS)
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Blackstone Group Inc Com Cl A (BX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
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Charles Schwab Corporation (SCHW)
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Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)
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Ishares Tr Msci Intl Qualty (IQLT)
JPMorgan Chase & Co. (JPM)

View all positions for Lantern Wealth Advisors

Top funds holding S&p Global Water Index Etf etf

Conservest Capital Advisors
Weatherly Asset Management
UBS Group
Bank of America Corporation
Personal Resources Investment & Strategic Management
Polianta
Jane Street
Cambridge Investment Research Advisors
Commonwealth Equity Services
Wells Fargo & Company
Money Design
Baron Financial Group
Raymond James & Associates
Fiduciary Trust Company
Addison Advisors

View all funds holding S&p Global Water Index Etf etf