Steel Peak Wealth Management LLC Global X Fds Global X Lithium Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	SELL	$45.87 - $54.17 $24,494 - $28,926	-534 Reduced 13.57%	3,400 $173,000
Q3 2023 Nov 02, 2023	SELL	$53.74 - $68.84 $806 - $1,032	-15 Reduced 0.38%	3,934 $217,000
Q2 2023 Aug 02, 2023	SELL	$58.13 - $66.31 $8,312 - $9,482	-143 Reduced 3.49%	3,949 $256,000
Q1 2023 May 05, 2023	SELL	$57.94 - $72.34 $21,959 - $27,416	-379 Reduced 8.48%	4,092 $260,000
Q4 2022 Jan 25, 2023	BUY	$58.24 - $74.68 $25,858 - $33,157	444 Added 11.03%	4,471 $0
Q3 2022 Oct 26, 2022	SELL	$66.09 - $81.79 $24,188 - $29,935	-366 Reduced 8.33%	4,027 $266,000
Q2 2022 Aug 02, 2022	SELL	$61.71 - $80.05 $10,860 - $14,088	-176 Reduced 3.85%	4,393 $319,000
Q1 2022 May 10, 2022	BUY	$66.06 - $85.93 $8,455 - $10,999	128 Added 2.88%	4,569 $352,000
Q4 2021 Jan 31, 2022	BUY	$78.69 - $96.31 $59,568 - $72,906	757 Added 20.55%	4,441 $375,000
Q3 2021 Nov 15, 2021	BUY	$72.05 - $87.02 $15,778 - $19,057	219 Added 6.32%	3,684 $302,000
Q2 2021 Aug 13, 2021	BUY	$58.04 - $72.46 $201,108 - $251,073	3,465 New	3,465 $251,000

Others Institutions Holding LIT

# of Institutions

326

Shares Held

6.22M

Call Options Held

326K

Put Options Held

1.73M

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