LPL Financial’s American Lithium Corp. Common Stock AMLI Stock Holding History

LPL Financial’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 Q4	–	Sell	-45,346	Closed	-$25.6K	–	5469
2024 Q3	$25.6K	Sell	45,346 -712	-2%	-$319	﹤0.01%	5063
2024 Q2	$25.6K	Buy	46,058 +9,041	+24%	+$5.79K	﹤0.01%	4914
2024 Q1	$25.2K	Sell	37,017 -17,633	-32%	-$15K	﹤0.01%	4827
2023 Q4	$60.1K	Buy	54,650 +10,900	+25%	+$12.8K	﹤0.01%	4629
2023 Q3	$62.6K	Sell	43,750 -3,300	-7%	-$5.37K	﹤0.01%	4490
2023 Q2	$94.6K	Sell	47,050 -16,270	-26%	-$34.1K	﹤0.01%	4333
2023 Q1	$146K	Buy	+63,320	New	+$186K	﹤0.01%	4125

Other funds holding AMLI

SFFS

Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RMP

Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial's AMLI Position: Q4 2024 in Review

LPL Financial sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2024, closing a stake of 45,346 shares — an estimated $25.6K sold.

LPL Financial first reported a position in AMLI in Q1 2023 and held it in 7 quarters. The position peaked at $146K in Q1 2023. 12 funds tracked by Wall St. Rank hold AMLI as of Q4 2024.

LPL Financial reported no remaining American Lithium Corp. Common Stock position as of Q4 2024 after selling out during the quarter.
LPL Financial sold 45,346 American Lithium Corp. Common Stock shares in Q4 2024, an estimated $25.6K.
LPL Financial first reported a position in American Lithium Corp. Common Stock in Q1 2023 and held it in 7 quarters.
LPL Financial's American Lithium Corp. Common Stock position peaked at $146K in Q1 2023.
12 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.