Lighthouse Wealth Management Inc. RBB FUND TRUST Transaction History

Lighthouse Wealth Management Inc.

  • $123 Billion
  • Q3 2025
Number of Shares
40,362
Previous 25,820 56.32%
Holding current value
$1.79 Billion
Previous $1.04 Billion 71.27%
% of portfolio
1.45%
Previous 0.9%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
14,542 Added 56.32%
40,362 $1.79 Billion
Q2 2025

Jul 14, 2025
BUY
N/A
25,820 New
25,820 $1.04 Billion
Track This Portfolio

Track Lighthouse Wealth Management Inc. Portfolio

Follow Lighthouse Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lighthouse Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lighthouse Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email