Householder Group Estate & Retirement Specialist’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Householder Group Estate & Retirement Specialist’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	$1K	Hold	46	–	–	﹤0.01%	511
2024 Q3	$2K	Sell	46 -148	-76%	-$5.64K	﹤0.01%	1044
2024 Q2	$7K	Sell	194 -360	-65%	-$15.7K	﹤0.01%	886
2024 Q1	$25.1K	Sell	554 -118	-18%	-$5.26K	0.01%	624
2023 Q4	$34K	Sell	672 -169	-20%	-$8.38K	0.01%	541
2023 Q3	$46.4K	Buy	+841	New	+$51.4K	0.02%	460
2023 Q1	$525K	Buy	+8,261	New	+$533K	0.2%	102
2022 Q4	–	Sell	-13,479	Closed	-$890K	–	769
2022 Q3	$890K	Sell	13,479 -1,110	-8%	-$82.4K	0.37%	61
2022 Q2	$1.06M	Buy	14,589 +1,726	+13%	+$123K	0.47%	49
2022 Q1	$990K	Sell	12,863 -546	-4%	-$41.8K	0.4%	63
2021 Q4	$1.13M	Buy	+13,409	New	+$1.19M	0.42%	63

Other funds holding LIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LIT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q4 2024 at 46 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Householder Group Estate & Retirement Specialist first reported a position in LIT in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2021. 268 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 46 shares of Global X Lithium & Battery Tech ETF worth $1K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its Global X Lithium & Battery Tech ETF share count unchanged in Q4 2024.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #511 holding.
Householder Group Estate & Retirement Specialist first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Global X Lithium & Battery Tech ETF position peaked at $1.13M in Q4 2021.
268 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.