McClarren Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

McClarren Financial 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
2024 Q3	–	Sell	-38	Closed	-$1K	–	308
2024 Q2	$1K	Buy	38 +4	+12%	+$174	﹤0.01%	293
2024 Q1	$2K	Buy	34 +1	+3%	+$45	﹤0.01%	280
2023 Q4	$2K	Buy	33 +1	+3%	+$50	﹤0.01%	322
2023 Q3	$1K	Hold	32	–	–	﹤0.01%	308
2023 Q2	$2K	Hold	32	–	–	﹤0.01%	300
2023 Q1	$2K	Hold	32	–	–	﹤0.01%	289
2022 Q4	$1K	Hold	32	–	–	﹤0.01%	314
2022 Q3	$2K	Buy	+32	New	+$2.38K	﹤0.01%	278
2022 Q2	–	Sell	-32	Closed	-$2K	–	157
2022 Q1	$2K	Sell	32 -1	-3%	-$77	﹤0.01%	252
2021 Q4	$3K	Buy	33 +1	+3%	+$89	﹤0.01%	280
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	258
2021 Q2	$2K	Hold	32	–	–	﹤0.01%	281
2021 Q1	$2K	Hold	32	–	–	﹤0.01%	239
2020 Q4	$2K	Buy	+32	New	+$1.59K	﹤0.01%	199

Other funds holding LIT

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McClarren Financial Advisors's LIT Position: Q3 2024 in Review

McClarren Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 38 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in LIT in Q4 2020 and held it in 14 quarters. The position peaked at $3K in Q4 2021. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

McClarren Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
McClarren Financial Advisors sold 38 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $1K.
McClarren Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 14 quarters.
McClarren Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $3K in Q4 2021.
276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on McClarren Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.