Lantern Wealth Advisors »

Spdr Series spdr bofa crss shares owned by Lantern Wealth Advisors

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Lantern Wealth Advisors from 13F filings

Historical chart of Lantern Wealth Advisors investment in Spdr Series spdr bofa crss

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series spdr bofa crss held by Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series spdr bofa crss by Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 59k 23.38

More positions owned by Lantern Wealth Advisors

Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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)
Ishares Tr Core Div Grwth (DGRO)
Charles Schwab Corporation (SCHW)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Intl Qualty (IQLT)
JPMorgan Chase & Co. (JPM)

View all positions for Lantern Wealth Advisors

Top funds holding Spdr Series spdr bofa crss

Adventist Health System Sunbelt Healthcare Corp
Wells Fargo & Company
State of New Jersey Common Pension Fund D
Bank of America Corporation
Nepc
Wright Fund Managment
Neuberger Berman Group
Kensington Asset Management
Municipal Employees' Retirement System of Michigan
Capital Analysts
Atlas Private Wealth Advisors
Allspring Global Investments Holdings
W. E. Donoghue & Co
CWM
Great Valley Advisor Group

View all funds holding Spdr Series spdr bofa crss