Merit Financial Group, LLC Global X Fds Global X Lithium Transaction History

Merit Financial Group, LLC

$4.59 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$38.81 - $46.64 $33,687 - $40,483	-868 Reduced 13.36%	5,627 $218,000
Q1 2024 May 06, 2024	SELL	$39.45 - $50.29 $7,179 - $9,152	-182 Reduced 2.73%	6,495 $294,000
Q4 2023 Feb 06, 2024	SELL	$45.87 - $54.17 $77,979 - $92,089	-1,700 Reduced 20.29%	6,677 $340,000
Q3 2023 Nov 07, 2023	SELL	$53.74 - $68.84 $20,206 - $25,883	-376 Reduced 4.3%	8,377 $462,000
Q2 2023 Aug 01, 2023	BUY	$58.13 - $66.31 $50,282 - $57,358	865 Added 10.97%	8,753 $569,000
Q1 2023 Apr 24, 2023	SELL	$57.94 - $72.34 $58,693 - $73,280	-1,013 Reduced 11.38%	7,888 $501,000
Q4 2022 Jan 13, 2023	SELL	$58.24 - $74.68 $22,247 - $28,527	-382 Reduced 4.12%	8,901 $0
Q3 2022 Oct 31, 2022	BUY	$66.09 - $81.79 $613,513 - $759,256	9,283 New	9,283 $614,000

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

$22.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

449K
Shares

$20.4 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

447K
Shares

$20.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$19.2 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

401K
Shares

$18.3 Million
0.0% of portfolio

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