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

White Lighthouse Investment Management Inc.

$613 Million
Q2 2025

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

247

Shares Held

44.3M

Call Options Held

Put Options Held

Northern Trust Corp Chicago, IL

13.4M
Shares

$782 Million
0.1% of portfolio
First Command Advisory Services, Inc.

5.07M
Shares

$296 Million
2.19% of portfolio
Envestnet Asset Management Inc

4.65M
Shares

$271 Million
0.09% of portfolio
Pure Financial Advisors, LLC

2.05M
Shares

$120 Million
2.0% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.69M
Shares

$98.6 Million
5.46% of portfolio

View Full List

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