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Future Financial Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Future Financial Wealth Management’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
2025
Q4 		– Sell
-1,000
Closed -$56.9K – 288
2025
Q3 		$56.9K Hold
1,000
– – 0.04% 237
2025
Q2 		$38.4K Hold
1,000
– – 0.03% 271
2025
Q1 		$38.8K Hold
1,000
– – 0.03% 263
2024
Q4 		$40.8K Hold
1,000
– – 0.03% 262
2024
Q3 		$43.6K Buy
+1,000
New +$38.1K 0.03% 272
2024
Q2 		– Sell
-1,000
Closed -$45.3K – 298
2024
Q1 		$45.3K Buy
+1,000
New +$44.6K 0.03% 273
2022
Q2 		– Sell
-500
Closed -$38K – 315
2022
Q1 		$38K Hold
500
– – 0.03% 301
2021
Q4 		$43K Buy
+500
New +$44.3K 0.03% 290

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return