Institutional & Family Asset Management, LLC Global X Fds Global X Lithium Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	BUY	$57.94 - $72.34 $57 - $72	1 Added 1.54%	66 $4,000
Q3 2022 Nov 07, 2022	BUY	$66.09 - $81.79 $4,295 - $5,316	65 New	65 $4,000
Q2 2021 Aug 10, 2021	SELL	$58.04 - $72.46 $6,906 - $8,622	-119 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$55.15 - $74.31 $6,562 - $8,842	119 New	119 $7,000

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

$22 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

449K
Shares

$20.2 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

447K
Shares

$20.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$19 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

401K
Shares

$18 Million
0.0% of portfolio

View Full List

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