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Carmichael Hill & Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Carmichael Hill & Associates’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 		$2.18K Hold
50
– – ﹤0.01% 705
2024
Q2 		$1.94K Hold
50
– – ﹤0.01% 700
2024
Q1 		$2.27K Hold
50
– – ﹤0.01% 682
2023
Q4 		$2.55K Hold
50
– – ﹤0.01% 699
2023
Q3 		$2.76K Hold
50
– – ﹤0.01% 680
2023
Q2 		$3.25K Hold
50
– – ﹤0.01% 672
2023
Q1 		$3.18K Hold
50
– – ﹤0.01% 667
2022
Q4 		$2.93K Hold
50
– – ﹤0.01% 662
2022
Q3 		$3K Hold
50
– – ﹤0.01% 720
2022
Q2 		$4K Hold
50
– – ﹤0.01% 685
2022
Q1 		$4K Hold
50
– – ﹤0.01% 705
2021
Q4 		$4K Hold
50
– – ﹤0.01% 723
2021
Q3 		$4K Buy
+50
New +$4.1K ﹤0.01% 712

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

Carmichael Hill & Associates's LIT Position: Q3 2024 in Review

Carmichael Hill & Associates held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2024 at 50 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Carmichael Hill & Associates first reported a position in LIT in Q3 2021 and has held it in 13 quarters since. The position peaked at $4K in Q2 2022. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

  • Carmichael Hill & Associates held 50 shares of Global X Lithium & Battery Tech ETF worth $2.18K as of Q3 2024.
  • Carmichael Hill & Associates left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2024.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #705 holding.
  • Carmichael Hill & Associates first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and has held it in 13 quarters since.
  • Carmichael Hill & Associates's Global X Lithium & Battery Tech ETF position peaked at $4K in Q2 2022.
  • 276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.