FUBT
LIT icon

First United Bank & Trust’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

First United Bank & Trust’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
-290
Closed -$12.6K – 384
2024
Q3 		$12.6K Hold
290
– – ﹤0.01% 301
2024
Q2 		$11.3K Hold
290
– – ﹤0.01% 322
2024
Q1 		$13.1K Hold
290
– – ﹤0.01% 330
2023
Q4 		$14.8K Buy
+290
New +$14.4K 0.01% 325

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
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

First United Bank & Trust's LIT Position: Q4 2024 in Review

First United Bank & Trust sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 290 shares — an estimated $12.6K sold.

First United Bank & Trust first reported a position in LIT in Q4 2023 and held it in 4 quarters. The position peaked at $14.8K in Q4 2023. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • First United Bank & Trust reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • First United Bank & Trust sold 290 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $12.6K.
  • First United Bank & Trust first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and held it in 4 quarters.
  • First United Bank & Trust's Global X Lithium & Battery Tech ETF position peaked at $14.8K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on First United Bank & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.