Concord Wealth Partners Global X Fds Global X Lithium Transaction History

Concord Wealth Partners

$673 Million
Q2 2025

A detailed history of Concord Wealth Partners transactions in Global X Fds Global X Lithium stock. As of the latest transaction made, Concord Wealth Partners holds 105 shares of LIT stock, worth $4,612. This represents 0.0% of its overall portfolio holdings.

Number of Shares

105

Previous 105 -0.0%

Holding current value

$4,612

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$38.8 - $42.84 $4,073 - $4,498	105 New	105 $4,000
Q1 2024 Apr 30, 2024	SELL	$39.45 - $50.29 $5,128 - $6,537	-130 Closed	0 $0
Q4 2023 Apr 30, 2024	SELL	$45.87 - $54.17 $6,742 - $7,962	-147 Reduced 53.07%	130 $6,000
Q4 2023 Feb 05, 2024	SELL	$45.87 - $54.17 $6,742 - $7,962	-147 Reduced 53.07%	130 $6,000
Q3 2023 Apr 30, 2024	BUY	$53.74 - $68.84 $7,899 - $10,119	147 Added 113.08%	277 $15,000
Q3 2023 Oct 25, 2023	SELL	$53.74 - $68.84 $4,299 - $5,507	-80 Reduced 22.41%	277 $15,000
Q4 2022 Jan 27, 2023	BUY	$58.24 - $74.68 $20,791 - $26,660	357 New	357 $20,000
Q1 2022 Apr 20, 2022	BUY	$66.06 - $85.93 $462 - $601	7 Added 2.0%	357 $27,000
Q4 2021 Jan 21, 2022	BUY	$78.69 - $96.31 $27,541 - $33,708	350 New	350 $30,000

Others Institutions Holding LIT

# of Institutions

299

Shares Held

3.99M

Call Options Held

172K

Put Options Held

120K

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About GLOBAL X FDS GLOBAL X LITHIUM

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Concord Wealth Partners Global X Fds Global X Lithium Transaction History