White Lighthouse Investment Management Inc. Vaneck Short Muni ETF Transaction History

White Lighthouse Investment Management Inc.

$518 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 07, 2020	SELL	$15.76 - $18.04 $212,760 - $243,540	-13,500 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-4,000 Reduced 22.86%	13,500 $234,000
Q3 2018 Oct 24, 2018	SELL	N/A	-5,800 Reduced 24.89%	17,500 $300,000
Q4 2017 Jan 10, 2018	BUY	N/A	23,300	23,300 $402,000

Others Institutions Holding SMB

# of Institutions

Shares Held

11.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.72M
Shares

$46.8 Million
0.0% of portfolio
Allworth Financial LP

1.1M
Shares

$18.9 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

590K
Shares

$10.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

570K
Shares

$9.8 Million
0.0% of portfolio
M Holdings Securities, Inc. Portland, OR

531K
Shares

$9.14 Million
1.17% of portfolio

View Full List

About VANECK SHORT MUNI ETF

Ticker SMB
Sector ETFs
Industry ETFs

More about SMB

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