Integrated Wealth Concepts LLC Global X Fds Global X Lithium Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Global X Fds Global X Lithium stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,041 shares of LIT stock, worth $375,111. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,041
Previous 14,532 37.79%
Holding current value
$375,111
Previous $563,000 30.02%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$35.01 - $43.59 $192,239 - $239,352
-5,491 Reduced 37.79%
9,041 $394,000
Q2 2024

Aug 14, 2024
SELL
$38.81 - $46.64 $173,441 - $208,434
-4,469 Reduced 23.52%
14,532 $563,000
Q1 2024

May 15, 2024
SELL
$39.45 - $50.29 $775,231 - $988,248
-19,651 Reduced 50.84%
19,001 $860,000
Q4 2023

Feb 13, 2024
SELL
$45.87 - $54.17 $468,699 - $553,509
-10,218 Reduced 20.91%
38,652 $1.97 Million
Q3 2023

Nov 15, 2023
SELL
$53.74 - $68.84 $7,684 - $9,844
-143 Reduced 0.29%
48,870 $2.7 Million
Q2 2023

Aug 15, 2023
BUY
$58.13 - $66.31 $328,027 - $374,187
5,643 Added 13.01%
49,013 $3.19 Million
Q1 2023

May 03, 2023
BUY
$57.94 - $72.34 $591,045 - $737,940
10,201 Added 30.75%
43,370 $2.76 Million
Q4 2022

Feb 13, 2023
BUY
$58.24 - $74.68 $60,336 - $77,368
1,036 Added 3.22%
33,169 $1.94 Million
Q3 2022

Nov 14, 2022
BUY
$66.09 - $81.79 $7,005 - $8,669
106 Added 0.33%
32,133 $2.12 Million
Q2 2022

Aug 08, 2022
SELL
$61.71 - $80.05 $9,441 - $12,247
-153 Reduced 0.48%
32,027 $2.33 Million
Q1 2022

May 12, 2022
BUY
$66.06 - $85.93 $1 Million - $1.31 Million
15,208 Added 89.61%
32,180 $2.48 Million
Q4 2021

Feb 15, 2022
BUY
$78.69 - $96.31 $445,700 - $545,499
5,664 Added 50.09%
16,972 $1.43 Million
Q3 2021

Nov 15, 2021
BUY
$72.05 - $87.02 $67,582 - $81,624
938 Added 9.05%
11,308 $927,000
Q2 2021

Aug 13, 2021
BUY
$58.04 - $72.46 $362,517 - $452,585
6,246 Added 151.45%
10,370 $751,000
Q1 2021

May 13, 2021
BUY
$55.15 - $74.31 $227,438 - $306,454
4,124 New
4,124 $241,000

Others Institutions Holding LIT

# of Institutions
326
Shares Held
6M
Call Options Held
490K
Put Options Held
868K
View Full List

About GLOBAL X FDS GLOBAL X LITHIUM

LIT Quotes by TradingView
  • Ticker LIT
  • Sector ETFs
  • Industry ETFs
More about LIT
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email