Axxcess Wealth Management, LLC Global X Fds Global X Lithium Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Global X Fds Global X Lithium stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 11,086 shares of LIT stock, worth $388,675. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,086

Previous 6,198 78.86%

Holding current value

$388,675

Previous $270,000 67.41%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$40.78 - $48.97 $199,332 - $239,365	4,888 Added 78.86%	11,086 $452,000
Q3 2024 Nov 04, 2024	SELL	$35.01 - $43.59 $14,739 - $18,351	-421 Reduced 6.36%	6,198 $270,000
Q2 2024 Aug 09, 2024	SELL	$38.81 - $46.64 $1,940 - $2,332	-50 Reduced 0.75%	6,619 $256,000
Q1 2024 May 14, 2024	SELL	$39.45 - $50.29 $268,812 - $342,676	-6,814 Reduced 50.54%	6,669 $302,000
Q4 2023 Feb 06, 2024	SELL	$45.87 - $54.17 $191,782 - $226,484	-4,181 Reduced 23.67%	13,483 $686,000
Q3 2023 Nov 14, 2023	BUY	$53.74 - $68.84 $53,310 - $68,289	992 Added 5.95%	17,664 $974,000
Q2 2023 Aug 08, 2023	BUY	$58.13 - $66.31 $300,241 - $342,491	5,165 Added 44.89%	16,672 $1.08 Million
Q1 2023 May 03, 2023	BUY	$57.94 - $72.34 $196,938 - $245,883	3,399 Added 41.92%	11,507 $731,000
Q4 2022 Feb 16, 2023	SELL	$58.24 - $74.68 $13,628 - $17,475	-234 Reduced 2.81%	8,108 $475,000
Q4 2022 Feb 14, 2023	BUY	$58.24 - $74.68 $21,432 - $27,482	368 Added 4.61%	8,342 $488,000
Q3 2022 Nov 14, 2022	BUY	$66.09 - $81.79 $24,056 - $29,771	364 Added 4.78%	7,974 $527,000
Q2 2022 Aug 11, 2022	BUY	$61.71 - $80.05 $60,043 - $77,888	973 Added 14.66%	7,610 $553,000
Q1 2022 Aug 11, 2022	BUY	$66.06 - $85.93 $215,884 - $280,819	3,268 Added 97.0%	6,637 $511,000
Q4 2021 Aug 11, 2022	BUY	$78.69 - $96.31 $265,106 - $324,468	3,369 New	3,369 $284,000

Others Institutions Holding LIT

# of Institutions

321

Shares Held

5.07M

Call Options Held

364K

Put Options Held

259K

View Full List

About GLOBAL X FDS GLOBAL X LITHIUM

Ticker LIT
Sector ETFs
Industry ETFs

More about LIT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Account

Axxcess Wealth Management, LLC Global X Fds Global X Lithium Transaction History