Elmwood Wealth Management, Inc. Global X Fds Global X Lithium Transaction History

Elmwood Wealth Management, Inc.

$222 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 15, 2023	BUY	$53.74 - $68.84 $26,225 - $33,593	488 Added 2.94%	17,091 $942,000
Q2 2023 Aug 10, 2023	SELL	$58.13 - $66.31 $20,636 - $23,540	-355 Reduced 2.09%	16,603 $1.08 Million
Q1 2023 Apr 28, 2023	BUY	$57.94 - $72.34 $142,937 - $178,462	2,467 Added 17.02%	16,958 $1.08 Million
Q4 2022 Jan 25, 2023	BUY	$58.24 - $74.68 $82,584 - $105,896	1,418 Added 10.85%	14,491 $0
Q3 2022 Nov 14, 2022	BUY	$66.09 - $81.79 $58,423 - $72,302	884 Added 7.25%	13,073 $864,000
Q2 2022 Jul 12, 2022	BUY	$61.71 - $80.05 $752,183 - $975,729	12,189 New	12,189 $885,000
Q1 2021 May 13, 2021	SELL	$55.15 - $74.31 $937 - $1,263	-17 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$18.13 - $33.61 $308 - $571	17 New	17 $0
Q3 2019 Nov 13, 2019	SELL	$24.24 - $25.22 $412 - $428	-17 Closed	0 $0
Q1 2018 May 10, 2018	BUY	N/A	17 New	17 $561,000

Others Institutions Holding LIT

# of Institutions

327

Shares Held

5.92M

Call Options Held

490K

Put Options Held

868K

Morgan Stanley New York, NY

489K
Shares

$21.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

449K
Shares

$20 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

447K
Shares

$19.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$18.8 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

401K
Shares

$17.9 Million
0.0% of portfolio

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