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Dex shares owned by Lantern Wealth Advisors

Quarter-by-quarter ownership of Dex (DXCM) shares owned by Lantern Wealth Advisors from 13F filings

Historical chart of Lantern Wealth Advisors investment in Dex

Tip: Access up to 7 years of quarterly data

All positions including Dex held by Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dex by Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $255k 3.8k 67.04
2024-06-30 $488k 4.3k 113.38
2024-03-31 $569k 4.1k 138.70
2023-12-31 $484k 3.9k 124.09

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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)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Div Grwth (DGRO)
Charles Schwab Corporation (SCHW)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Lantern Wealth Advisors

Top funds holding Dex

Vanguard Group
BlackRock
State Street Corporation
Baillie Gifford & Co
Capital Research Global Investors
Sands Capital Management
Geode Capital Management
Nuveen Asset Management
Citadel Advisors
Jennison Associates
Ubs Global Asset Management Americas
Morgan Stanley
Invesco
Norges Bank Investment Management
Amundi

View all funds holding Dex