FPGK
LIT icon

Financial Partners Group (Kansas)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Financial Partners Group (Kansas)’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
2022
Q4 		– Sell
-25,344
Closed -$1.68M – 175
2022
Q3 		$1.68M Sell
25,344
-515
-2% -$38.2K 0.44% 35
2022
Q2 		$1.88M Sell
25,859
-995
-4% -$70.7K 0.47% 34
2022
Q1 		$2.07M Sell
26,854
-673
-2% -$51.5K 0.45% 34
2021
Q4 		$2.15M Sell
27,527
-871
-3% -$77.2K 0.47% 37
2021
Q3 		$2.33M Sell
28,398
-1,492
-5% -$122K 0.55% 37
2021
Q2 		$2.17M Sell
29,890
-313
-1% -$20.1K 0.56% 34
2021
Q1 		$1.77M Buy
+30,203
New +$1.97M 0.5% 36

Other funds holding LIT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return