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Fiduciary Planning’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-329
Closed -$19K – 171
2021
Q1 		$19K Buy
329
+75
+30% +$4.9K 0.03% 116
2020
Q4 		$16K Hold
254
– – 0.02% 119
2020
Q3 		$10K Buy
+254
New +$9.56K 0.02% 108

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Planning's LIT Position: Q2 2021 in Review

Fiduciary Planning sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2021, closing a stake of 329 shares — an estimated $19K sold.

Fiduciary Planning first reported a position in LIT in Q3 2020 and held it in 3 quarters. The position peaked at $19K in Q1 2021. 312 funds tracked by Wall St. Rank hold LIT as of Q2 2021.

  • Fiduciary Planning reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 329 Global X Lithium & Battery Tech ETF shares in Q2 2021, an estimated $19K.
  • Fiduciary Planning first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Global X Lithium & Battery Tech ETF position peaked at $19K in Q1 2021.
  • 312 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.