Cassady Schiller Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cassady Schiller Wealth Management’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	-64	Closed	-$2.48K	–	474
2024 Q2	$2.48K	Hold	64	–	–	﹤0.01%	386
2024 Q1	$2.9K	Hold	64	–	–	﹤0.01%	406
2023 Q4	$3.26K	Hold	64	–	–	﹤0.01%	376
2023 Q3	$3.53K	Hold	64	–	–	﹤0.01%	389
2023 Q2	$4.16K	Hold	64	–	–	﹤0.01%	395
2023 Q1	$4.07K	Hold	64	–	–	﹤0.01%	370
2022 Q4	$3.75K	Buy	+64	New	+$4.28K	﹤0.01%	384
2022 Q1	–	Sell	-64	Closed	-$5K	–	375
2021 Q4	$5K	Buy	+64	New	+$5.67K	﹤0.01%	353

Other funds holding LIT

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management's LIT Position: Q3 2024 in Review

Cassady Schiller Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 64 shares — an estimated $2.48K sold.

Cassady Schiller Wealth Management first reported a position in LIT in Q4 2021 and held it in 8 quarters. The position peaked at $5K in Q4 2021. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

Cassady Schiller Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
Cassady Schiller Wealth Management sold 64 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $2.48K.
Cassady Schiller Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 8 quarters.
Cassady Schiller Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $5K in Q4 2021.
276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.