Destiny Wealth Partners, LLC Global X Fds Global X Lithium Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$53.74 - $68.84 $35,737 - $45,778	665 Added 1.63%	41,510 $2.29 Million
Q2 2023 Jul 26, 2023	BUY	$58.13 - $66.31 $105,854 - $120,750	1,821 Added 4.67%	40,845 $2.66 Million
Q1 2023 Apr 26, 2023	BUY	$57.94 - $72.34 $199,545 - $249,138	3,444 Added 9.68%	39,024 $2.48 Million
Q4 2022 Jan 26, 2023	SELL	$58.24 - $74.68 $115,082 - $147,567	-1,976 Reduced 5.26%	35,580 $0
Q3 2022 Oct 25, 2022	BUY	$66.09 - $81.79 $68,403 - $84,652	1,035 Added 2.83%	37,556 $2.48 Million
Q2 2022 Jul 15, 2022	BUY	$61.71 - $80.05 $119,100 - $154,496	1,930 Added 5.58%	36,521 $2.65 Million
Q1 2022 Apr 21, 2022	BUY	$66.06 - $85.93 $35,342 - $45,972	535 Added 1.57%	34,591 $2.66 Million
Q4 2021 Jan 20, 2022	BUY	$78.69 - $96.31 $66,807 - $81,767	849 Added 2.56%	34,056 $2.88 Million
Q3 2021 Oct 28, 2021	BUY	$72.05 - $87.02 $77,741 - $93,894	1,079 Added 3.36%	33,207 $2.72 Million
Q2 2021 Jul 27, 2021	BUY	$58.04 - $72.46 $769,784 - $961,036	13,263 Added 70.3%	32,128 $2.33 Million
Q1 2021 Apr 22, 2021	BUY	$55.15 - $74.31 $1.02 Million - $1.38 Million	18,506 Added 5154.87%	18,865 $1.1 Million
Q4 2020 Feb 05, 2021	BUY	$40.07 - $62.31 $14,385 - $22,369	359 New	359 $22,000

Others Institutions Holding LIT

# of Institutions

326

Shares Held

5.91M

Call Options Held

490K

Put Options Held

868K

Morgan Stanley New York, NY

489K
Shares

$22 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

449K
Shares

$20.2 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

447K
Shares

$20.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$19 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

401K
Shares

$18 Million
0.0% of portfolio

About GLOBAL X FDS GLOBAL X LITHIUM

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