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

White Lighthouse Investment Management Inc.

$556 Million
Q3 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

11.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.71M
Shares

$46.6 Million
0.0% of portfolio
Allworth Financial LP

1.26M
Shares

$21.6 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

651K
Shares

$11.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

642K
Shares

$11 Million
0.0% of portfolio
M Holdings Securities, Inc. Portland, OR

573K
Shares

$9.83 Million
2.49% of portfolio

View Full List

About VANECK SHORT MUNI ETF

Ticker SMB
Sector ETFs
Industry ETFs

More about SMB

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