Comprehensive Financial Consultants Institutional, Inc. Global X Fds Global X Lithium Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$66.06 - $85.93 $8,587 - $11,170	-130 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$78.69 - $96.31 $10,229 - $12,520	130 New	130 $9,000

Others Institutions Holding LIT

# of Institutions

303

Shares Held

3.9M

Call Options Held

96.2K

Put Options Held

62.6K

Pnc Financial Services Group, Inc. Pittsburgh, PA

349K
Shares

$20.1 Million
0.01% of portfolio
Stonebridge Financial Group, LLC Wormleysburg, PA

287K
Shares

$16.5 Million
1.44% of portfolio
Lpl Financial LLC Fort Mill, SC

263K
Shares

$15.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

250K
Shares

$14.4 Million
0.0% of portfolio
Morgan Stanley New York, NY

213K
Shares

$12.3 Million
0.0% of portfolio

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