BHWM
SLI

Beaird Harris Wealth Management’s Standard Lithium SLI Stock Holding History

Beaird Harris Wealth Management’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-680
Closed -$851 – 683
2024
Q2 		$851 Buy
+680
New +$945 ﹤0.01% 603

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AC
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SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MW
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CLOS
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Morgan Stanley
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MCA
Millennium Capital Advisors Little Rock, Arkansas $162M AUM 30.64% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return