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Kingswood Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Kingswood Wealth Advisors’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
2023
Q4 		– Sell
-3,625
Closed -$200K – 659
2023
Q3 		$200K Buy
+3,625
New +$221K 0.03% 389

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PNC Financial Services Group
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Jane Street
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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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Kingswood Wealth Advisors's LIT Position: Q4 2023 in Review

Kingswood Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 3,625 shares — an estimated $200K sold.

Kingswood Wealth Advisors first reported a position in LIT in Q3 2023 and held it in 1 quarter. The position peaked at $200K in Q3 2023. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

  • Kingswood Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,625 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $200K.
  • Kingswood Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $200K in Q3 2023.
  • 376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.