Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LANTERN WEALTH ADVISORS LLC | 02-14-2024 | 12-31-2023 | 115 | 127,532,148 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $8,206,342 | 42,624 | 0.01 | 42,624 | +Inf | 12-31-2023 | |
| AMERICAN CENTY ETF TR | US EQT ETF | 2 | $7,617,993 | 93,415 | 0.01 | 93,415 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3 | $6,446,603 | 40,853 | 0.01 | 40,853 | +Inf | 12-31-2023 | |
| BLACKSTONE INC | COM | 4 | $4,848,154 | 37,031 | 0.00 | 37,031 | +Inf | 12-31-2023 |
