Ep Wealth Advisors, LLC Global X Fds Global X Lithium Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Global X Fds Global X Lithium stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,430 shares of LIT stock, worth $97,224. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,430
Previous 2,408 0.91%
Holding current value
$97,224
Previous $122,000 9.84%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024
BUY
$39.45 - $50.29 $867 - $1,106
22 Added 0.91%
2,430 $110,000
Q4 2023

Feb 28, 2024
SELL
$45.87 - $54.17 $76,373 - $90,193
-1,665 Reduced 40.88%
2,408 $122,000
Q3 2023

Nov 22, 2023
SELL
$53.74 - $68.84 $776,489 - $994,669
-14,449 Reduced 78.01%
4,073 $224,000
Q2 2023

Aug 14, 2023
BUY
$58.13 - $66.31 $1.08 Million - $1.23 Million
18,522 New
18,522 $1.2 Million
Q1 2022

May 20, 2022
BUY
N/A
2,289 New
2,289 $176,000
Q1 2021

May 17, 2021
SELL
N/A
-2,124 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
N/A
2,124 New
2,124 $131,000

Others Institutions Holding LIT

# of Institutions
368
Shares Held
7.08M
Call Options Held
586K
Put Options Held
259K
View Full List

About GLOBAL X FDS GLOBAL X LITHIUM

LIT Quotes by TradingView
  • Ticker LIT
  • Sector ETFs
  • Industry ETFs
More about LIT
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