Wealthspire Advisors, LLC Global X Fds Global X Lithium Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$45.87 - $54.17 $4,587 - $5,417	100 Added 1.79%	5,673 $288,000
Q3 2023 Nov 06, 2023	SELL	$53.74 - $68.84 $42,562 - $54,521	-792 Reduced 12.44%	5,573 $307,000
Q2 2023 Jul 31, 2023	SELL	$58.13 - $66.31 $174 - $198	-3 Reduced 0.05%	6,365 $413,000
Q1 2023 May 09, 2023	BUY	$57.94 - $72.34 $1,158 - $1,446	20 Added 0.32%	6,368 $404,000
Q4 2022 Feb 13, 2023	SELL	$58.24 - $74.68 $8,153 - $10,455	-140 Reduced 2.16%	6,348 $372,000
Q3 2022 Nov 14, 2022	BUY	$66.09 - $81.79 $22,867 - $28,299	346 Added 5.63%	6,488 $429,000
Q2 2022 Aug 09, 2022	SELL	$61.71 - $80.05 $19,068 - $24,735	-309 Reduced 4.79%	6,142 $446,000
Q1 2022 May 09, 2022	BUY	$66.06 - $85.93 $90,237 - $117,380	1,366 Added 26.86%	6,451 $497,000
Q4 2021 Feb 14, 2022	SELL	$78.69 - $96.31 $20,223 - $24,751	-257 Reduced 4.81%	5,085 $429,000
Q3 2021 Nov 15, 2021	BUY	$72.05 - $87.02 $33,287 - $40,203	462 Added 9.47%	5,342 $438,000
Q2 2021 Aug 13, 2021	BUY	$58.04 - $72.46 $21,706 - $27,100	374 Added 8.3%	4,880 $354,000
Q1 2021 May 17, 2021	BUY	$55.15 - $74.31 $40,645 - $54,766	737 Added 19.55%	4,506 $263,000
Q4 2020 Feb 16, 2021	BUY	$40.07 - $62.31 $151,023 - $234,846	3,769 New	3,769 $233,000

Others Institutions Holding LIT

# of Institutions

327

Shares Held

5.92M

Call Options Held

490K

Put Options Held

868K

Morgan Stanley New York, NY

489K
Shares

$21.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

449K
Shares

$20 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

447K
Shares

$19.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$18.8 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

401K
Shares

$17.9 Million
0.0% of portfolio

About GLOBAL X FDS GLOBAL X LITHIUM

Ticker LIT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.