Cerity Partners LLC Global X Fds Global X Lithium Transaction History

Cerity Partners LLC

$44.7 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	SELL	$45.87 - $54.17 $4,541 - $5,362	-99 Reduced 2.1%	4,624 $235,000
Q3 2023 Nov 13, 2023	SELL	$53.74 - $68.84 $2.79 Million - $3.57 Million	-51,824 Reduced 91.65%	4,723 $260,000
Q2 2023 Aug 14, 2023	BUY	$58.13 - $66.31 $2.98 Million - $3.4 Million	51,348 Added 987.65%	56,547 $3.68 Million
Q1 2023 May 11, 2023	SELL	$57.94 - $72.34 $133,146 - $166,237	-2,298 Reduced 30.65%	5,199 $330,000
Q4 2022 Feb 15, 2023	BUY	$58.24 - $74.68 $211,877 - $271,685	3,638 Added 94.27%	7,497 $439,000
Q3 2022 Nov 10, 2022	SELL	$66.09 - $81.79 $34,829 - $43,103	-527 Reduced 12.02%	3,859 $255,000
Q2 2022 Aug 10, 2022	BUY	$61.71 - $80.05 $54,736 - $71,004	887 Added 25.35%	4,386 $318,000
Q1 2022 Apr 25, 2022	BUY	$66.06 - $85.93 $66,192 - $86,101	1,002 Added 40.13%	3,499 $269,000
Q4 2021 Feb 14, 2022	BUY	$78.69 - $96.31 $196,488 - $240,486	2,497 New	2,497 $211,000

Others Institutions Holding LIT

# of Institutions

327

Shares Held

5.92M

Call Options Held

490K

Put Options Held

868K

Morgan Stanley New York, NY

489K
Shares

$21.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

449K
Shares

$20 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

447K
Shares

$19.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$18.8 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

401K
Shares

$17.9 Million
0.0% of portfolio

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