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Global Wealth Strategies & Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Global Wealth Strategies & Associates’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
Q1 		– Sell
-50
Closed -$2.55K – 371
2023
Q4 		$2.55K Buy
+50
New +$2.48K ﹤0.01% 246

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Global Wealth Strategies & Associates's LIT Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 50 shares — an estimated $2.55K sold.

Global Wealth Strategies & Associates first reported a position in LIT in Q4 2023 and held it in 1 quarter. The position peaked at $2.55K in Q4 2023. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

  • Global Wealth Strategies & Associates reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 50 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $2.55K.
  • Global Wealth Strategies & Associates first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Global X Lithium & Battery Tech ETF position peaked at $2.55K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.