Mayflower Financial Advisors, LLC Global X Fds Global X Lithium Transaction History

Mayflower Financial Advisors, LLC

$629 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	SELL	$53.74 - $68.84 $528,425 - $676,903	-9,833 Reduced 72.12%	3,801 $209,000
Q2 2023 Jul 13, 2023	SELL	$58.13 - $66.31 $172,006 - $196,211	-2,959 Reduced 17.83%	13,634 $886,000
Q1 2023 Apr 12, 2023	BUY	$57.94 - $72.34 $466,474 - $582,409	8,051 Added 94.25%	16,593 $1.05 Million
Q4 2022 Jan 25, 2023	BUY	$58.24 - $74.68 $497,486 - $637,916	8,542 New	8,542 $0
Q3 2022 Oct 19, 2022	BUY	$66.09 - $81.79 $576,436 - $713,372	8,722 New	8,722 $576,000
Q2 2022 Jul 15, 2022	SELL	$61.71 - $80.05 $28,139 - $36,502	-456 Reduced 4.87%	8,903 $647,000
Q1 2022 Apr 21, 2022	BUY	$66.06 - $85.93 $22,988 - $29,903	348 Added 3.86%	9,359 $720,000
Q4 2021 Jan 21, 2022	BUY	$78.69 - $96.31 $51,305 - $62,794	652 Added 7.8%	9,011 $761,000
Q3 2021 Oct 26, 2021	SELL	$72.05 - $87.02 $2,737 - $3,306	-38 Reduced 0.45%	8,359 $741,000
Q2 2021 Jul 29, 2021	SELL	$58.04 - $72.46 $9,808 - $12,245	-169 Reduced 1.97%	8,397 $608,000
Q1 2021 Apr 23, 2021	BUY	$55.15 - $74.31 $237,696 - $320,276	4,310 Added 101.27%	8,566 $501,000
Q4 2020 Apr 12, 2021	BUY	$40.07 - $62.31 $170,537 - $265,191	4,256 New	4,256 $263,000

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

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