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Elevation Wealth Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Elevation Wealth Partners’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
Q4 		– Sell
-75
Closed -$3.27K – 519
2024
Q3 		$3.27K Buy
+75
New +$2.86K ﹤0.01% 409

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PNC Financial Services Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Elevation Wealth Partners's LIT Position: Q4 2024 in Review

Elevation Wealth Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 75 shares — an estimated $3.27K sold.

Elevation Wealth Partners first reported a position in LIT in Q3 2024 and held it in 1 quarter. The position peaked at $3.27K in Q3 2024. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • Elevation Wealth Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 75 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $3.27K.
  • Elevation Wealth Partners first reported a position in Global X Lithium & Battery Tech ETF in Q3 2024 and held it in 1 quarter.
  • Elevation Wealth Partners's Global X Lithium & Battery Tech ETF position peaked at $3.27K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Elevation Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.