White Lighthouse Investment Management Inc. Spdr Ser Tr Ssga Gender Divers Transaction History

White Lighthouse Investment Management Inc.

$492 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 20, 2022	SELL	N/A	-2,203 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	N/A	125 Added 6.02%	2,203 $203,000
Q4 2021 Jan 12, 2022	BUY	N/A	2,078 New	2,078 $212,000

Others Institutions Holding SHE

# of Institutions

107

Shares Held

775K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

103K
Shares

$11.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

99.7K
Shares

$11 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

54.6K
Shares

$6.02 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

51.9K
Shares

$5.72 Million
0.0% of portfolio
Ubs Group Ag

43.6K
Shares

$4.8 Million
0.0% of portfolio

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