Carter Financial Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Carter Financial Group’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 Q1	$235K	Buy	+3,050	New	+$233K	0.32%	49

Other funds holding LIT

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Carter Financial Group's LIT Position: Q1 2022 in Review

Carter Financial Group opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q1 2022: 3,050 shares worth $235K. The stake represents 0.32% of the portfolio and ranks #49 among its holdings.

451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

Carter Financial Group held 3,050 shares of Global X Lithium & Battery Tech ETF worth $235K as of Q1 2022.
Global X Lithium & Battery Tech ETF was a new Carter Financial Group position in Q1 2022.
Global X Lithium & Battery Tech ETF made up 0.32% of Carter Financial Group's portfolio in Q1 2022, its #49 holding.
451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.