Institutional & Family Asset Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Institutional & Family Asset 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
2024 Q2	–	Sell	-66	Closed	-$3K	–	769
2024 Q1	$3K	Hold	66	–	–	﹤0.01%	546
2023 Q4	$3.35K	Hold	66	–	–	﹤0.01%	526
2023 Q3	$3.63K	Hold	66	–	–	﹤0.01%	505
2023 Q2	$4.26K	Hold	66	–	–	﹤0.01%	497
2023 Q1	$4.17K	Buy	66 +1	+2%	+$65	﹤0.01%	497
2022 Q4	$3.81K	Hold	65	–	–	﹤0.01%	502
2022 Q3	$4K	Buy	+65	New	+$4.83K	﹤0.01%	513
2021 Q2	–	Sell	-119	Closed	-$7K	–	983
2021 Q1	$7K	Buy	+119	New	+$7.78K	﹤0.01%	624

Other funds holding LIT

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Institutional & Family Asset Management's LIT Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 66 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in LIT in Q1 2021 and held it in 8 quarters. The position peaked at $7K in Q1 2021. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

Institutional & Family Asset Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 66 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $3K.
Institutional & Family Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 8 quarters.
Institutional & Family Asset Management's Global X Lithium & Battery Tech ETF position peaked at $7K in Q1 2021.
289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.