A detailed history of Epg Wealth Management LLC transactions in Global X Fds Global X Lithium stock. As of the latest transaction made, Epg Wealth Management LLC holds 895 shares of LIT stock, worth $39,961. This represents 0.01% of its overall portfolio holdings.

Number of Shares
895
Previous 0 Infinity%
Holding current value
$39,961
Previous $0 Infinity%
% of portfolio
0.01%
Previous 100.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$35.01 - $43.59 $31,333 - $39,013
895 New
895 $39 Million
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

About GLOBAL X FDS GLOBAL X LITHIUM


  • Ticker LIT
  • Sector ETFs
  • Industry ETFs
More about LIT
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.