Jamison Private Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Jamison Private Wealth 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 Q4	–	Sell	-323	Closed	-$14.1K	–	352
2024 Q3	$14.1K	Buy	323 +2	+0.6%	+$76	﹤0.01%	329
2024 Q2	$12.5K	Hold	321	–	–	﹤0.01%	313
2024 Q1	$14.5K	Buy	321 +2	+0.6%	+$89	﹤0.01%	314
2023 Q4	$16.2K	Hold	319	–	–	﹤0.01%	284
2023 Q3	$17.6K	Buy	+319	New	+$19.5K	﹤0.01%	278

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

Jamison Private Wealth Management's LIT Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 323 shares — an estimated $14.1K sold.

Jamison Private Wealth Management first reported a position in LIT in Q3 2023 and held it in 5 quarters. The position peaked at $17.6K in Q3 2023. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

Jamison Private Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 323 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $14.1K.
Jamison Private Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $17.6K in Q3 2023.
267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.