Concord Wealth Partners Global X Fds Global X Lithium Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

321

Shares Held

5.9M

Call Options Held

490K

Put Options Held

861K

Morgan Stanley New York, NY

489K
Shares

$20.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

449K
Shares

$18.5 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

439K
Shares

$18.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$17.3 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

401K
Shares

$16.5 Million
0.0% of portfolio

About GLOBAL X FDS GLOBAL X LITHIUM

Ticker LIT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.