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Burleson & Co’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Burleson & Co’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
2022
Q4 		$5.88K Hold
100
– – ﹤0.01% 297
2022
Q3 		$7K Hold
100
– – ﹤0.01% 299
2022
Q2 		$7K Hold
100
– – ﹤0.01% 282
2022
Q1 		$8K Hold
100
– – ﹤0.01% 278
2021
Q4 		$8K Hold
100
– – ﹤0.01% 275
2021
Q3 		$8K Buy
+100
New +$8.2K ﹤0.01% 268

Other funds holding LIT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Burleson & Co's LIT Position: Q4 2022 in Review

Burleson & Co held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q4 2022 at 100 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Burleson & Co first reported a position in LIT in Q3 2021 and has held it in 6 quarters since. The position peaked at $8K in Q1 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

  • Burleson & Co held 100 shares of Global X Lithium & Battery Tech ETF worth $5.88K as of Q4 2022.
  • Burleson & Co left its Global X Lithium & Battery Tech ETF share count unchanged in Q4 2022.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #297 holding.
  • Burleson & Co first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and has held it in 6 quarters since.
  • Burleson & Co's Global X Lithium & Battery Tech ETF position peaked at $8K in Q1 2022.
  • 414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.