White Lighthouse Investment Management Inc. Select Sector Spdr Fund Health Transaction History

White Lighthouse Investment Management Inc.

$568 Million
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$123.14 - $136.38 $227,809 - $252,303	1,850 New	1,850 $252,000

Others Institutions Holding XLV

# of Institutions

1,930

Shares Held

207M

Call Options Held

10.6M

Put Options Held

16.4M

Bank Of America Corp Charlotte, NC

36.8M
Shares

$5.39 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

13.5M
Shares

$1.98 Billion
0.17% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.76 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$1.03 Billion
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$977 Million
0.47% of portfolio

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About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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