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Cherry Tree Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cherry Tree 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
2026
Q1 		$5.8K Sell
78
-55
-41% -$3.94K ﹤0.01% 475
2025
Q4 		$8.63K Hold
133
– – ﹤0.01% 439
2025
Q3 		$7.56K Hold
133
– – ﹤0.01% 439
2025
Q2 		$5.11K Buy
133
+3
+2% +$111 ﹤0.01% 474
2025
Q1 		$5.04K Buy
130
+18
+16% +$738 ﹤0.01% 527
2024
Q4 		$4.57K Hold
112
– – ﹤0.01% 484
2024
Q3 		$4.88K Hold
112
– – ﹤0.01% 484
2024
Q2 		$4.35K Hold
112
– – ﹤0.01% 472
2024
Q1 		$5.07K Buy
112
+6
+6% +$267 ﹤0.01% 438
2023
Q4 		$5.4K Buy
106
+11
+12% +$545 ﹤0.01% 424
2023
Q3 		$5.24K Buy
95
+15
+19% +$916 ﹤0.01% 398
2023
Q2 		$5.2K Buy
+80
New +$4.99K ﹤0.01% 394

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return