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Legacy Wealth Partners (California)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$741K Buy
+10,229
New +$658K 0.41% 57

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Wealth Partners (California)'s LIT Position: Q2 2021 in Review

Legacy Wealth Partners (California) opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q2 2021: 10,229 shares worth $741K. The stake represents 0.41% of the portfolio and ranks #57 among its holdings.

312 funds tracked by Wall St. Rank hold LIT as of Q2 2021.

  • Legacy Wealth Partners (California) held 10,229 shares of Global X Lithium & Battery Tech ETF worth $741K as of Q2 2021.
  • Global X Lithium & Battery Tech ETF was a new Legacy Wealth Partners (California) position in Q2 2021.
  • Global X Lithium & Battery Tech ETF made up 0.41% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #57 holding.
  • 312 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.