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Asset Dedication LLC’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Asset Dedication LLC’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
Q4 		– Sell
-1,187
Closed -$51.7K – 1146
2024
Q3 		$51.7K Hold
1,187
– – ﹤0.01% 504
2024
Q2 		$46.1K Buy
+1,187
New +$51.8K ﹤0.01% 507

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PNC Financial Services Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Asset Dedication LLC's LIT Position: Q4 2024 in Review

Asset Dedication LLC sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 1,187 shares — an estimated $51.7K sold.

Asset Dedication LLC first reported a position in LIT in Q2 2024 and held it in 2 quarters. The position peaked at $51.7K in Q3 2024. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • Asset Dedication LLC reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Asset Dedication LLC sold 1,187 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $51.7K.
  • Asset Dedication LLC first reported a position in Global X Lithium & Battery Tech ETF in Q2 2024 and held it in 2 quarters.
  • Asset Dedication LLC's Global X Lithium & Battery Tech ETF position peaked at $51.7K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Asset Dedication LLC's 13F filing for Q4 2024, filed 23 Jan 2025.