Gradient Investments LLC Global X Fds Global X Lithium Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	SELL	$39.45 - $50.29 $7,061 - $9,001	-179 Reduced 35.87%	320 $14,000
Q4 2023 Jan 18, 2024	BUY	$45.87 - $54.17 $3,853 - $4,550	84 Added 20.24%	499 $25,000
Q3 2023 Oct 27, 2023	SELL	$53.74 - $68.84 $2,095 - $2,684	-39 Reduced 8.59%	415 $22,000
Q1 2023 Apr 17, 2023	SELL	$57.94 - $72.34 $927 - $1,157	-16 Reduced 3.4%	454 $28,000
Q4 2022 Jan 10, 2023	BUY	$58.24 - $74.68 $524 - $672	9 Added 1.95%	470 $0
Q4 2021 Jan 12, 2022	BUY	$78.69 - $96.31 $25,180 - $30,819	320 Added 226.95%	461 $39,000
Q2 2021 Jul 12, 2021	BUY	$58.04 - $72.46 $928 - $1,159	16 Added 12.8%	141 $10,000
Q3 2020 Oct 06, 2020	BUY	$31.86 - $40.85 $3,982 - $5,106	125 New	125 $5,000

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

$21.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

449K
Shares

$19.7 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

447K
Shares

$19.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$18.5 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

401K
Shares

$17.6 Million
0.0% of portfolio

About GLOBAL X FDS GLOBAL X LITHIUM

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