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SPDR MSCI ACWI ex-US shares owned by Lantern Wealth Advisors

Quarter-by-quarter ownership of SPDR MSCI ACWI ex-US (CWI) shares owned by Lantern Wealth Advisors from 13F filings

Historical chart of Lantern Wealth Advisors investment in SPDR MSCI ACWI ex-US

Tip: Access up to 7 years of quarterly data

All positions including SPDR MSCI ACWI ex-US held by Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR MSCI ACWI ex-US by Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $259k 9.6k 27.04

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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)
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Charles Schwab Corporation (SCHW)
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Dimensional Etf Trust World Ex Us Core (DFAX)
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Ishares Tr Msci Intl Qualty (IQLT)
JPMorgan Chase & Co. (JPM)

View all positions for Lantern Wealth Advisors

Top funds holding SPDR MSCI ACWI ex-US

Bank of America Corporation
Pnc Financial Services
Honkamp Krueger Financial Services
HighTower Advisors
GLOBALT Investments LLC / GA
Huntington National Bank
Pitcairn Company
Hengehold Capital Management
CliftonLarsonAllen Wealth Advisors
Eastern Bank
Wealth Enhancement Advisory Services
BKD Wealth Advisors
Branch Banking & Trust Company
Lodestar Private Asset Management
Sequoia Financial Advisors

View all funds holding SPDR MSCI ACWI ex-US