V Wealth Advisors LLC Global X Fds Global X Lithium Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$58.13 - $66.31 $106,145 - $121,082	-1,826 Reduced 25.0%	5,479 $356,000
Q1 2023 May 02, 2023	BUY	$57.94 - $72.34 $7,474 - $9,331	129 Added 1.8%	7,305 $464,000
Q4 2022 Jan 20, 2023	SELL	$58.24 - $74.68 $64,471 - $82,670	-1,107 Reduced 13.36%	7,176 $0
Q3 2022 Nov 04, 2022	SELL	$66.09 - $81.79 $23,924 - $29,607	-362 Reduced 4.19%	8,283 $548,000
Q2 2022 Jul 27, 2022	SELL	$61.71 - $80.05 $1,604 - $2,081	-26 Reduced 0.3%	8,645 $627,000
Q1 2022 May 16, 2022	BUY	$66.06 - $85.93 $96,579 - $125,629	1,462 Added 20.28%	8,671 $668,000
Q4 2021 Feb 17, 2022	BUY	$78.69 - $96.31 $11,488 - $14,061	146 Added 2.07%	7,209 $608,000
Q3 2021 Oct 21, 2021	BUY	$72.05 - $87.02 $43,950 - $53,082	610 Added 9.45%	7,063 $579,000
Q2 2021 Jul 27, 2021	BUY	$58.04 - $72.46 $374,532 - $467,584	6,453 New	6,453 $466,000

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

About GLOBAL X FDS GLOBAL X LITHIUM

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