Wealthcare Advisory Partners LLC Global X Fds Global X Lithium Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	SELL	$53.74 - $68.84 $27,891 - $35,727	-519 Reduced 11.12%	4,150 $228,000
Q2 2023 Jul 17, 2023	SELL	$58.13 - $66.31 $21,159 - $24,136	-364 Reduced 7.23%	4,669 $303,000
Q1 2023 May 04, 2023	SELL	$57.94 - $72.34 $11,472 - $14,323	-198 Reduced 3.79%	5,033 $319,000
Q4 2022 Feb 13, 2023	SELL	$58.24 - $74.68 $43,505 - $55,785	-747 Reduced 12.5%	5,231 $306,000
Q3 2022 Nov 14, 2022	SELL	$66.09 - $81.79 $101,448 - $125,547	-1,535 Reduced 20.43%	5,978 $395,000
Q2 2022 Aug 15, 2022	BUY	$61.71 - $80.05 $241,779 - $313,635	3,918 Added 108.98%	7,513 $546,000
Q1 2022 Apr 15, 2022	BUY	$66.06 - $85.93 $1,981 - $2,577	30 Added 0.84%	3,595 $277,000
Q4 2021 Feb 11, 2022	BUY	$78.69 - $96.31 $280,529 - $343,345	3,565 New	3,565 $0
Q2 2021 Aug 16, 2021	SELL	$58.04 - $72.46 $85,609 - $106,878	-1,475 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$55.15 - $74.31 $81,346 - $109,607	1,475 New	1,475 $86,000

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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