Integrated Wealth Concepts LLC Global X Fds Global X Lithium Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Global X Fds Global X Lithium stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,949 shares of LIT stock, worth $297,509. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,949

Previous 6,082 2.19%

Holding current value

$297,509

Previous $235,000 2.98%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$31.82 - $39.24 $4,232 - $5,218	-133 Reduced 2.19%	5,949 $228,000
Q1 2025 May 15, 2025	SELL	$38.8 - $42.84 $31,001 - $34,229	-799 Reduced 11.61%	6,082 $235,000
Q4 2024 Feb 14, 2025	SELL	$40.78 - $48.97 $88,084 - $105,775	-2,160 Reduced 23.89%	6,881 $280,000
Q3 2024 Nov 14, 2024	SELL	$35.01 - $43.59 $192,239 - $239,352	-5,491 Reduced 37.79%	9,041 $394,000
Q2 2024 Aug 14, 2024	SELL	$38.81 - $46.64 $173,441 - $208,434	-4,469 Reduced 23.52%	14,532 $563,000
Q1 2024 May 15, 2024	SELL	$39.45 - $50.29 $775,231 - $988,248	-19,651 Reduced 50.84%	19,001 $860,000
Q4 2023 Feb 13, 2024	SELL	$45.87 - $54.17 $468,699 - $553,509	-10,218 Reduced 20.91%	38,652 $1.97 Million
Q3 2023 Nov 15, 2023	SELL	$53.74 - $68.84 $7,684 - $9,844	-143 Reduced 0.29%	48,870 $2.7 Million
Q2 2023 Aug 15, 2023	BUY	$58.13 - $66.31 $328,027 - $374,187	5,643 Added 13.01%	49,013 $3.19 Million
Q1 2023 May 03, 2023	BUY	$57.94 - $72.34 $591,045 - $737,940	10,201 Added 30.75%	43,370 $2.76 Million
Q4 2022 Feb 13, 2023	BUY	$58.24 - $74.68 $60,336 - $77,368	1,036 Added 3.22%	33,169 $1.94 Million
Q3 2022 Nov 14, 2022	BUY	$66.09 - $81.79 $7,005 - $8,669	106 Added 0.33%	32,133 $2.12 Million
Q2 2022 Aug 08, 2022	SELL	$61.71 - $80.05 $9,441 - $12,247	-153 Reduced 0.48%	32,027 $2.33 Million
Q1 2022 May 12, 2022	BUY	$66.06 - $85.93 $1 Million - $1.31 Million	15,208 Added 89.61%	32,180 $2.48 Million
Q4 2021 Feb 15, 2022	BUY	$78.69 - $96.31 $445,700 - $545,499	5,664 Added 50.09%	16,972 $1.43 Million
Q3 2021 Nov 15, 2021	BUY	$72.05 - $87.02 $67,582 - $81,624	938 Added 9.05%	11,308 $927,000
Q2 2021 Aug 13, 2021	BUY	$58.04 - $72.46 $362,517 - $452,585	6,246 Added 151.45%	10,370 $751,000
Q1 2021 May 13, 2021	BUY	$55.15 - $74.31 $227,438 - $306,454	4,124 New	4,124 $241,000

Others Institutions Holding LIT

# of Institutions

293

Shares Held

3.58M

Call Options Held

96.2K

Put Options Held

62.6K

View Full List

About GLOBAL X FDS GLOBAL X LITHIUM

Ticker LIT
Sector ETFs
Industry ETFs

More about LIT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Account

Integrated Wealth Concepts LLC Global X Fds Global X Lithium Transaction History