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

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 20, 2022	SELL	$73.56 - $93.77 $162,052 - $206,575	-2,203 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$84.79 - $102.13 $10,598 - $12,766	125 Added 6.02%	2,203 $203,000
Q4 2021 Jan 12, 2022	BUY	$97.33 - $108.0 $202,251 - $224,424	2,078 New	2,078 $212,000

Others Institutions Holding SHE

# of Institutions

110

Shares Held

921K

Call Options Held

Put Options Held

Rock Creek Group, LP

180K
Shares

$21.7 Million
1.83% of portfolio
Lpl Financial LLC Fort Mill, SC

103K
Shares

$12.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

94.7K
Shares

$11.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

46.2K
Shares

$5.58 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

45.6K
Shares

$5.51 Million
0.0% of portfolio

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