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IAM Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

IAM 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
2024
Q1 		– Sell
-5,148
Closed -$262K – 108
2023
Q4 		$262K Buy
+5,148
New +$255K 0.08% 80

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $672B AUM 33.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

IAM Advisory's LIT Position: Q1 2024 in Review

IAM Advisory sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 5,148 shares — an estimated $262K sold.

IAM Advisory first reported a position in LIT in Q4 2023 and held it in 1 quarter. The position peaked at $262K in Q4 2023. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

  • IAM Advisory reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
  • IAM Advisory sold 5,148 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $262K.
  • IAM Advisory first reported a position in Global X Lithium & Battery Tech ETF in Q4 2023 and held it in 1 quarter.
  • IAM Advisory's Global X Lithium & Battery Tech ETF position peaked at $262K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on IAM Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.