White Lighthouse Investment Management Inc. Spdr S&P Global Natural Resour Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 07, 2020	SELL	$25.37 - $46.38 $229,217 - $419,043	-9,035 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$41.61 - $46.53 $240,713 - $269,176	-5,785 Reduced 39.04%	9,035 $417,000
Q3 2019 Nov 13, 2019	SELL	$43.06 - $44.61 $215 - $223	-5 Reduced 0.03%	14,820 $638,000
Q2 2019 Jul 31, 2019	BUY	N/A	1,405 Added 10.47%	14,825 $680,000
Q1 2019 May 08, 2019	BUY	N/A	3,540 Added 35.83%	13,420 $620,000
Q4 2018 Jan 23, 2019	BUY	N/A	1,000 Added 11.26%	9,880 $407,000
Q3 2018 Oct 24, 2018	BUY	N/A	1,010 Added 12.83%	8,880 $449,000
Q2 2018 Aug 09, 2018	BUY	N/A	1,160 Added 17.29%	7,870 $394,000
Q1 2018 Apr 12, 2018	BUY	N/A	605 Added 9.91%	6,710 $325,000
Q4 2017 Jan 10, 2018	BUY	N/A	6,105	6,105 $300,000

Others Institutions Holding GNR

# of Institutions

255

Shares Held

37.8M

Call Options Held

2.4K

Put Options Held

Northern Trust Corp Chicago, IL

14.1M
Shares

$761 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

2.83M
Shares

$153 Million
0.01% of portfolio
Pure Financial Advisors, LLC

1.64M
Shares

$88.2 Million
2.34% of portfolio
Hackensack Meridian Health, Inc. Edison, NJ

1.61M
Shares

$86.5 Million
12.79% of portfolio
Morgan Stanley New York, NY

1.31M
Shares

$70.7 Million
0.01% of portfolio

View Full List

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