A detailed history of Creative Planning transactions in Global X Fds Global X Lithium stock. As of the latest transaction made, Creative Planning holds 25,234 shares of LIT stock, worth $984,126. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,234
Previous 21,961 14.9%
Holding current value
$984,126
Previous $1.12 Million 2.15%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$39.45 - $50.29 $129,119 - $164,599
3,273 Added 14.9%
25,234 $1.14 Million
Q4 2023

Feb 14, 2024

SELL
$45.87 - $54.17 $252,973 - $298,747
-5,515 Reduced 20.07%
21,961 $1.12 Million
Q3 2023

Nov 16, 2023

SELL
$53.74 - $68.84 $131,340 - $168,244
-2,444 Reduced 8.17%
27,476 $1.52 Million
Q2 2023

Jul 21, 2023

SELL
$58.13 - $66.31 $91,845 - $104,769
-1,580 Reduced 5.02%
29,920 $1.95 Million
Q1 2023

May 15, 2023

SELL
$57.94 - $72.34 $94,847 - $118,420
-1,637 Reduced 4.94%
31,500 $2 Million
Q4 2022

Feb 10, 2023

SELL
$58.24 - $74.68 $29,294 - $37,564
-503 Reduced 1.5%
33,137 $1.94 Million
Q3 2022

Nov 03, 2022

BUY
N/A
1,981 Added 6.26%
33,640 $2.22 Million
Q2 2022

Aug 15, 2022

BUY
N/A
1,152 Added 3.78%
31,659 $2.3 Million
Q1 2022

May 16, 2022

SELL
N/A
-2,773 Reduced 8.33%
30,507 $2.35 Million
Q4 2021

Feb 11, 2022

BUY
N/A
4,352 Added 15.04%
33,280 $2.81 Million
Q3 2021

Nov 10, 2021

SELL
N/A
-804 Reduced 2.7%
28,928 $2.37 Million
Q2 2021

Aug 04, 2021

BUY
N/A
4,131 Added 16.14%
29,732 $2.16 Million
Q1 2021

Apr 30, 2021

BUY
N/A
8,901 Added 53.3%
25,601 $1.5 Million
Q4 2020

Jan 29, 2021

BUY
N/A
9,565 Added 134.06%
16,700 $1.03 Million
Q3 2020

Nov 05, 2020

BUY
N/A
7,135 New
7,135 $286,000
Q4 2018

Feb 01, 2019

SELL
N/A
-13,520 Closed
0 $0
Q3 2018

Oct 25, 2018

SELL
N/A
-1,092 Reduced 7.47%
13,520 $445,000
Q2 2018

Jul 20, 2018

SELL
N/A
-1,018 Reduced 6.51%
14,612 $475,000
Q1 2018

Apr 18, 2018

SELL
N/A
-1,369 Reduced 8.05%
15,630 $515,000
Q4 2017

Jan 17, 2018

BUY
N/A
16,999
16,999 $659,000

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