Creative Planning’s American Lithium Corp. Common Stock AMLI Stock Holding History

Creative Planning’s Portfolio AMLI Stock Details AMLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-30,055	Closed	-$20.4K	–	3195
2024 Q1	$20.4K	Buy	30,055 +18,083	+151%	+$15.4K	﹤0.01%	2834
2023 Q4	$13.2K	Hold	11,972	–	–	﹤0.01%	2708
2023 Q3	$17.1K	Buy	+11,972	New	+$19.5K	﹤0.01%	2602

Other funds holding AMLI

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

CCP

Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's AMLI Position: Q2 2024 in Review

Creative Planning sold out of American Lithium Corp. Common Stock (AMLI) in Q2 2024, closing a stake of 30,055 shares — an estimated $20.4K sold.

Creative Planning first reported a position in AMLI in Q3 2023 and held it in 3 quarters. The position peaked at $20.4K in Q1 2024. 64 funds tracked by Wall St. Rank hold AMLI as of Q2 2024.

Creative Planning reported no remaining American Lithium Corp. Common Stock position as of Q2 2024 after selling out during the quarter.
Creative Planning sold 30,055 American Lithium Corp. Common Stock shares in Q2 2024, an estimated $20.4K.
Creative Planning first reported a position in American Lithium Corp. Common Stock in Q3 2023 and held it in 3 quarters.
Creative Planning's American Lithium Corp. Common Stock position peaked at $20.4K in Q1 2024.
64 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.