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Global Wealth Management Investment Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-300
Closed -$22K – 321
2022
Q2 		$22K Buy
+300
New +$21.3K 0.01% 233
2020
Q3 		– Sell
-150
Closed -$5K – 543
2020
Q2 		$5K Buy
+150
New +$4.04K ﹤0.01% 428

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Wealth Management Investment Advisory's LIT Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 300 shares — an estimated $22K sold.

Global Wealth Management Investment Advisory first reported a position in LIT in Q2 2020 and held it in 2 quarters. The position peaked at $22K in Q2 2022. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 300 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $22K.
  • Global Wealth Management Investment Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q2 2020 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Global X Lithium & Battery Tech ETF position peaked at $22K in Q2 2022.
  • 429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.