Copperleaf Capital, LLC Global X Fds Global X Lithium Transaction History

Copperleaf Capital, LLC

$105 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	N/A	-22,694 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	N/A	22,694 New	22,694 $1.64 Million

Others Institutions Holding LIT

# of Institutions

370

Shares Held

7.09M

Call Options Held

586K

Put Options Held

259K

Morgan Stanley New York, NY

731K
Shares

$29.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

632K
Shares

$25.4 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

592K
Shares

$23.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

477K
Shares

$19.1 Million
0.0% of portfolio
Mirae Asset Global Investments Co., Ltd.

253K
Shares

$10.1 Million
0.02% of portfolio

About GLOBAL X FDS GLOBAL X LITHIUM

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