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DHK Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

DHK Financial Advisors’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
-12,728
Closed -$497K – 89
2024
Q2 		$497K Hold
12,728
– – 0.35% 51
2024
Q1 		$576K Hold
12,728
– – 0.41% 55
2023
Q4 		$653K Hold
12,728
– – 0.49% 44
2023
Q3 		$702K Hold
12,728
– – 0.63% 36
2023
Q2 		$830K Buy
+12,728
New +$793K 0.71% 36

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

DHK Financial Advisors's LIT Position: Q3 2024 in Review

DHK Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 12,728 shares — an estimated $497K sold.

DHK Financial Advisors first reported a position in LIT in Q2 2023 and held it in 5 quarters. The position peaked at $830K in Q2 2023. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

  • DHK Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
  • DHK Financial Advisors sold 12,728 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $497K.
  • DHK Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 5 quarters.
  • DHK Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $830K in Q2 2023.
  • 276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on DHK Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.