Axxcess Wealth Management, LLC Global X Fds Global X Lithium Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Global X Fds Global X Lithium stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 11,086 shares of LIT stock, worth $451,754. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,086

Previous 6,198 78.86%

Holding current value

$451,754

Previous $270,000 67.41%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$40.78 - $48.97 $199,332 - $239,365	4,888 Added 78.86%	11,086 $452,000
Q3 2024 Nov 04, 2024	SELL	$35.01 - $43.59 $14,739 - $18,351	-421 Reduced 6.36%	6,198 $270,000
Q2 2024 Aug 09, 2024	SELL	$38.81 - $46.64 $1,940 - $2,332	-50 Reduced 0.75%	6,619 $256,000
Q1 2024 May 14, 2024	SELL	$39.45 - $50.29 $268,812 - $342,676	-6,814 Reduced 50.54%	6,669 $302,000
Q4 2023 Feb 06, 2024	SELL	$45.87 - $54.17 $191,782 - $226,484	-4,181 Reduced 23.67%	13,483 $686,000
Q3 2023 Nov 14, 2023	BUY	$53.74 - $68.84 $53,310 - $68,289	992 Added 5.95%	17,664 $974,000
Q2 2023 Aug 08, 2023	BUY	$58.13 - $66.31 $300,241 - $342,491	5,165 Added 44.89%	16,672 $1.08 Million
Q1 2023 May 03, 2023	BUY	$57.94 - $72.34 $196,938 - $245,883	3,399 Added 41.92%	11,507 $731,000
Q4 2022 Feb 16, 2023	SELL	$58.24 - $74.68 $13,628 - $17,475	-234 Reduced 2.81%	8,108 $475,000
Q4 2022 Feb 14, 2023	BUY	$58.24 - $74.68 $21,432 - $27,482	368 Added 4.61%	8,342 $488,000
Q3 2022 Nov 14, 2022	BUY	$66.09 - $81.79 $24,056 - $29,771	364 Added 4.78%	7,974 $527,000
Q2 2022 Aug 11, 2022	BUY	$61.71 - $80.05 $60,043 - $77,888	973 Added 14.66%	7,610 $553,000
Q1 2022 Aug 11, 2022	BUY	$66.06 - $85.93 $215,884 - $280,819	3,268 Added 97.0%	6,637 $511,000
Q4 2021 Aug 11, 2022	BUY	$78.69 - $96.31 $265,106 - $324,468	3,369 New	3,369 $284,000

Others Institutions Holding LIT

# of Institutions

323

Shares Held

5.16M

Call Options Held

364K

Put Options Held

259K

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About GLOBAL X FDS GLOBAL X LITHIUM

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Axxcess Wealth Management, LLC Global X Fds Global X Lithium Transaction History