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Atria Investments’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Atria Investments’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
Q3 		– Sell
-5,640
Closed -$219K – 1987
2024
Q2 		$219K Buy
+5,640
New +$246K ﹤0.01% 1769
2022
Q2 		– Sell
-14,023
Closed -$1.08M – 824
2022
Q1 		$1.08M Sell
14,023
-4,123
-23% -$316K 0.02% 819
2021
Q4 		$1.53M Sell
18,146
-712
-4% -$63.1K 0.03% 665
2021
Q3 		$1.55M Buy
+18,858
New +$1.55M 0.03% 629

Other funds holding LIT

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments's LIT Position: Q3 2024 in Review

Atria Investments sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 5,640 shares — an estimated $219K sold.

Atria Investments first reported a position in LIT in Q3 2021 and held it in 4 quarters. The position peaked at $1.55M in Q3 2021. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

  • Atria Investments reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 5,640 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $219K.
  • Atria Investments first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 4 quarters.
  • Atria Investments's Global X Lithium & Battery Tech ETF position peaked at $1.55M in Q3 2021.
  • 276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.