White Lighthouse Investment Management Inc. Closed Holding Positions

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Power Shares Db Optm Yd Dvrs Cdty Srt ETF (Pdbc) No K 1	Q4 2019 Filed on Jan 24, 2020	31,093	N/A
Advisors Asset Managemnt	Q4 2019 Filed on Jan 24, 2020	12,261	N/A
ORCL Oracle Corp Technology	Q4 2019 Filed on Jan 24, 2020	7,550	$52.7 - $56.89 $398K - $430K
VDE Vanguard Energy ETF ETFs	Q2 2019 Filed on Jul 31, 2019	2,280	N/A
TSCO Tractor Supply CO Consumer Cyclical	Q2 2019 Filed on Jul 31, 2019	2,100	$97.16 - $108.8 $204K - $228K
Barclays PLC Ord	Q2 2019 Filed on Jul 31, 2019	42,222	N/A
China Life Insrnc Ordf	Q2 2019 Filed on Jul 31, 2019	36,100	N/A
Clariant Ag Ordf	Q2 2019 Filed on Jul 31, 2019	9,536	N/A
GIVN.SW Givaudan Sa Basic Materials	Q2 2019 Filed on Jul 31, 2019	99	N/A
DLN Wisdomtree Tr U.S Largecap Div ETFs	Q2 2019 Filed on Jul 31, 2019	3,525	N/A
Ishares Euro Stoxx Banks Ucits ETF Anteile	Q2 2019 Filed on Jul 31, 2019	26,410	N/A
Aviva PLC Shs	Q2 2019 Filed on Jul 31, 2019	14,916	N/A
IDV Ishares Tr ETFs	Q4 2018 Filed on Jan 23, 2019	6,562	N/A
IGE Ishares Tr North Amern Nat Res ETFs	Q4 2018 Filed on Jan 23, 2019	6,374	N/A
SLQD Ishares 0 5 Year Investment Gr ETFs	Q4 2018 Filed on Jan 23, 2019	7,940	$49.2 - $49.57 $391K - $394K
TTE Total Energies Se Energy	Q4 2018 Filed on Jan 23, 2019	3,500	$50.22 - $65.44 $176K - $229K
General Electric CO	Q4 2018 Filed on Jan 23, 2019	12,402	N/A
EZM Wisdomtree U.S. Midcap Fund ETFs	Q4 2018 Filed on Jan 23, 2019	5,505	N/A
FXZ First Tr Exchange Traded Fd Fi ETFs	Q4 2018 Filed on Jan 23, 2019	5,000	$31.5 - $41.59 $158K - $208K
AIVL Wisdomtree U.S. Ai Enhanced Va ETFs	Q4 2018 Filed on Jan 23, 2019	2,795	N/A
QQEW First Tr Nasdaq 100 Equal Weig ETFs	Q3 2018 Filed on Oct 24, 2018	3,600	$60.37 - $64.28 $217K - $231K
Vanguard High Yield Tax Exempt Fund Admiral Shr	Q3 2018 Filed on Oct 24, 2018	10,987	N/A
AIVI Kemiao Garment Holding Group ETFs	Q3 2018 Filed on Oct 24, 2018	5,891	$40.88 - $43.34 $241K - $255K
HIX Western Asset High Income Fund Ii Inc. Financial Services	Q3 2018 Filed on Oct 24, 2018	10,625	$6.32 - $6.46 $67.2K - $68.6K
FDN First Tr Fd Dow Jones ETFs	Q3 2018 Filed on Oct 24, 2018	1,582	$135.4 - $147.65 $214K - $234K
DEW Wisdomtree Tr Global High Divi ETFs	Q2 2018 Filed on Aug 09, 2018	4,825	N/A
EFV Msci Eafe Value ETF ETFs	Q1 2018 Filed on Apr 12, 2018	3,697	$53.17 - $59.57 $197K - $220K
SPSB Spdr Portfolio Short Term Corp ETFs	Q1 2018 Filed on Apr 12, 2018	36,514	N/A
Unilever N V	Q1 2018 Filed on Apr 12, 2018	5,000	N/A
NAK Northern Dynasty Minerals LTD Basic Materials	Q1 2018 Filed on Apr 12, 2018	10,000	$0.84 - $1.85 $8.4K - $18.5K

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.