Epg Wealth Management LLC Global X Fds Global X Lithium Transaction History

Epg Wealth Management LLC

$0
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$38.81 - $46.64 $90,427 - $108,671	-2,330 Closed	0 $0
Q1 2024 May 14, 2024	SELL	$39.45 - $50.29 $4,497 - $5,733	-114 Reduced 4.66%	2,330 $105,000
Q4 2023 Feb 14, 2024	BUY	$45.87 - $54.17 $825 - $975	18 Added 0.74%	2,444 $124,000
Q3 2023 Nov 13, 2023	BUY	$53.74 - $68.84 $429 - $550	8 Added 0.33%	2,426 $133,000
Q2 2023 Aug 15, 2023	BUY	$58.13 - $66.31 $46,504 - $53,048	800 Added 49.44%	2,418 $157,000
Q1 2023 May 15, 2023	BUY	$57.94 - $72.34 $753 - $940	13 Added 0.81%	1,618 $102,000
Q4 2022 Feb 14, 2023	SELL	$58.24 - $74.68 $41,408 - $53,097	-711 Reduced 30.7%	1,605 $94,000
Q3 2022 Nov 15, 2022	BUY	$66.09 - $81.79 $153,064 - $189,425	2,316 New	2,316 $153,000
Q2 2022 Aug 15, 2022	SELL	$61.71 - $80.05 $204,568 - $265,365	-3,315 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$66.06 - $85.93 $65,795 - $85,586	-996 Reduced 23.1%	3,315 $255,000
Q4 2021 Feb 14, 2022	BUY	$78.69 - $96.31 $47,214 - $57,786	600 Added 16.17%	4,311 $364,000
Q3 2021 Nov 15, 2021	BUY	$72.05 - $87.02 $36,097 - $43,597	501 Added 15.61%	3,711 $304,000
Q2 2021 Aug 09, 2021	SELL	$58.04 - $72.46 $34,824 - $43,475	-600 Reduced 15.75%	3,210 $233,000
Q1 2021 May 10, 2021	BUY	$55.15 - $74.31 $210,121 - $283,121	3,810 New	3,810 $223,000

Others Institutions Holding LIT

# of Institutions

326

Shares Held

6.22M

Call Options Held

326K

Put Options Held

1.73M

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