Number of Shares
83,732.00
Current Holdings Value*
$10.04 Mil
% of Portfolio
3.06%
Total Estimate Gain
$1.43 Mil
% of Total Estimate Gain
26.58%

Lighthouse Financial Advisors, Inc.'s ARK Innovation ETF Holding Summary

As of 2021-03-31, Lighthouse Financial Advisors, Inc. held 83,732.00 shares of ARK Innovation ETF(ARKK), totaling $10.04 Mil. This investment constitutes 3.06% of their stock portfolio, and Lighthouse Financial Advisors, Inc. now holds 0.05% of the outstanding ARK Innovation ETF(ARKK) stock.

The initial trade took place in 2019Q4. And since then Lighthouse Financial Advisors, Inc. has made 4 purchases of ARKK, at an average price of $61.40, for a total of 87,520.00 shares. In addition, there have been 1 sales at an average price of $107.01 for 3,788.00 shares. Based on historical transaction data and ARKK's current price of $76.39, Lighthouse Financial Advisors, Inc.'s estimated gain on his ARKK holdings is $1.43 Mil, reflecting a 26.58% gain to date.

Lighthouse Financial Advisors, Inc. ARKK ($76.39) Holding Chart

Lighthouse Financial Advisors, Inc. ARKK ($76.39) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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