KWA
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,625
Closed -$200K – 659
2023
Q3 		$200K Buy
+3,625
New +$200K 0.03% 389