Avantax Advisory Services, Inc. Global X Fds Global X Lithium Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Global X Fds Global X Lithium stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 9,117 shares of LIT stock, worth $388,293. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,117

Previous 11,051 17.5%

Holding current value

$388,293

Previous $481,000 22.87%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$40.78 - $48.97 $78,868 - $94,707	-1,934 Reduced 17.5%	9,117 $371,000
Q3 2024 Nov 13, 2024	SELL	$35.01 - $43.59 $24,962 - $31,079	-713 Reduced 6.06%	11,051 $481,000
Q2 2024 Aug 09, 2024	BUY	$38.81 - $46.64 $69,935 - $84,045	1,802 Added 18.09%	11,764 $456,000
Q1 2024 May 08, 2024	BUY	$39.45 - $50.29 $16,766 - $21,373	425 Added 4.46%	9,962 $451,000
Q4 2023 Feb 07, 2024	BUY	$45.87 - $54.17 $23,485 - $27,735	512 Added 5.67%	9,537 $485,000
Q3 2023 Nov 07, 2023	SELL	$53.74 - $68.84 $24,935 - $31,941	-464 Reduced 4.89%	9,025 $497,000
Q2 2023 Aug 11, 2023	BUY	$58.13 - $66.31 $39,935 - $45,554	687 Added 7.81%	9,489 $616,000
Q1 2023 Apr 28, 2023	SELL	$57.94 - $72.34 $33,721 - $42,101	-582 Reduced 6.2%	8,802 $559,000
Q4 2022 Feb 13, 2023	SELL	$58.24 - $74.68 $19,685 - $25,241	-338 Reduced 3.48%	9,384 $549,000
Q3 2022 Nov 01, 2022	SELL	$66.09 - $81.79 $203,226 - $251,504	-3,075 Reduced 24.03%	9,722 $643,000
Q2 2022 Aug 02, 2022	BUY	$61.71 - $80.05 $285,347 - $370,151	4,624 Added 56.58%	12,797 $929,000
Q1 2022 Apr 27, 2022	BUY	$66.06 - $85.93 $186,487 - $242,580	2,823 Added 52.77%	8,173 $630,000
Q4 2021 Jan 24, 2022	BUY	$78.69 - $96.31 $147,858 - $180,966	1,879 Added 54.13%	5,350 $452,000
Q3 2021 Oct 21, 2021	BUY	$72.05 - $87.02 $250,085 - $302,046	3,471 New	3,471 $283,000

Others Institutions Holding LIT

# of Institutions

319

Shares Held

5.15M

Call Options Held

364K

Put Options Held

259K

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About GLOBAL X FDS GLOBAL X LITHIUM

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Avantax Advisory Services, Inc. Global X Fds Global X Lithium Transaction History