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Level Four Advisory Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Level Four Advisory Services’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
-4,951
Closed -$252K – 823
2024
Q1 		$252K Hold
4,951
– – 0.01% 660
2023
Q4 		$252K Sell
4,951
-2,943
-37% -$146K 0.01% 658
2023
Q3 		$436K Sell
7,894
-688
-8% -$42K 0.03% 478
2023
Q2 		$558K Sell
8,582
-560
-6% -$34.9K 0.03% 438
2023
Q1 		$581K Buy
9,142
+263
+3% +$17K 0.04% 383
2022
Q4 		$520K Buy
8,879
+238
+3% +$15.9K 0.04% 389
2022
Q3 		$571K Buy
8,641
+1,139
+15% +$84.6K 0.06% 289
2022
Q2 		$545K Sell
7,502
-2,269
-23% -$161K 0.05% 317
2022
Q1 		$752K Sell
9,771
-782
-7% -$59.8K 0.06% 299
2021
Q4 		$891K Buy
10,553
+5,952
+129% +$528K 0.07% 276
2021
Q3 		$377K Sell
4,601
-962
-17% -$78.9K 0.04% 343
2021
Q2 		$403K Sell
5,563
-305
-5% -$19.6K 0.03% 459
2021
Q1 		$343K Buy
+5,868
New +$383K 0.03% 478

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WH
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

Level Four Advisory Services's LIT Position: Q2 2024 in Review

Level Four Advisory Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 4,951 shares — an estimated $252K sold.

Level Four Advisory Services first reported a position in LIT in Q1 2021 and held it in 13 quarters. The position peaked at $891K in Q4 2021. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

  • Level Four Advisory Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 4,951 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $252K.
  • Level Four Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 13 quarters.
  • Level Four Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $891K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.