Ae Wealth Management LLC Global X Fds Global X Lithium Transaction History

Ae Wealth Management LLC

$9.03 Billion
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$39.45 - $50.29 $384,874 - $490,629	-9,756 Reduced 68.71%	4,442 $201,000
Q4 2023 Feb 14, 2024	SELL	$45.87 - $54.17 $235,542 - $278,162	-5,135 Reduced 26.56%	14,198 $723,000
Q3 2023 Oct 11, 2023	SELL	$53.74 - $68.84 $24,021 - $30,771	-447 Reduced 2.26%	19,333 $1.07 Million
Q2 2023 Jul 10, 2023	SELL	$58.13 - $66.31 $18,252 - $20,821	-314 Reduced 1.56%	19,780 $1.29 Million
Q1 2023 Apr 14, 2023	BUY	$57.94 - $72.34 $28,738 - $35,880	496 Added 2.53%	20,094 $1.28 Million
Q4 2022 Jan 31, 2023	BUY	$58.24 - $74.68 $61,909 - $79,384	1,063 Added 5.74%	19,598 $1.15 Million
Q3 2022 Oct 25, 2022	BUY	$66.09 - $81.79 $136,145 - $168,487	2,060 Added 12.5%	18,535 $1.23 Million
Q2 2022 Aug 03, 2022	SELL	$61.71 - $80.05 $3,579 - $4,642	-58 Reduced 0.35%	16,475 $1.2 Million
Q1 2022 Apr 18, 2022	SELL	$66.06 - $85.93 $2.64 Million - $3.43 Million	-39,945 Reduced 70.73%	16,533 $1.27 Million
Q4 2021 Jan 20, 2022	BUY	$78.69 - $96.31 $100,959 - $123,565	1,283 Added 2.32%	56,478 $4.77 Million
Q3 2021 Nov 01, 2021	BUY	$72.05 - $87.02 $209,377 - $252,880	2,906 Added 5.56%	55,195 $4.52 Million
Q2 2021 Jul 21, 2021	SELL	$58.04 - $72.46 $299,486 - $373,893	-5,160 Reduced 8.98%	52,289 $3.79 Million
Q1 2021 Apr 27, 2021	BUY	$55.15 - $74.31 $1.01 Million - $1.36 Million	18,317 Added 46.81%	57,449 $3.36 Million
Q4 2020 Feb 01, 2021	BUY	$40.07 - $62.31 $1.57 Million - $2.44 Million	39,132 New	39,132 $2.42 Million

Others Institutions Holding LIT

# of Institutions

326

Shares Held

6.22M

Call Options Held

326K

Put Options Held

1.73M

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