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Able Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Able Wealth Management’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-34
Closed -$1.75K – 359
2023
Q4 		$1.75K Buy
+34
New +$1.69K ﹤0.01% 473

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LPL Financial
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Able Wealth Management's LIT Position: Q1 2024 in Review

Able Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 34 shares — an estimated $1.75K sold.

Able Wealth Management first reported a position in LIT in Q4 2023 and held it in 1 quarter. The position peaked at $1.75K in Q4 2023. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

  • Able Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 34 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $1.75K.
  • Able Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $1.75K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.