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Milestone Investment Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Milestone Investment 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
Q2 		– Sell
-460
Closed -$20.8K – 136
2024
Q1 		$20.8K Buy
460
+3
+0.7% +$134 0.01% 107
2023
Q4 		$23.3K Hold
457
– – 0.01% 102
2023
Q3 		$25.2K Buy
457
+2
+0.4% +$122 0.01% 245
2023
Q2 		$29.6K Hold
455
– – 0.01% 93
2023
Q1 		$28.9K Buy
455
+4
+0.9% +$258 0.01% 247
2022
Q4 		$26.5K Buy
+451
New +$30.1K 0.01% 95

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

Milestone Investment Advisors's LIT Position: Q2 2024 in Review

Milestone Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 460 shares — an estimated $20.8K sold.

Milestone Investment Advisors first reported a position in LIT in Q4 2022 and held it in 6 quarters. The position peaked at $29.6K in Q2 2023. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

  • Milestone Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Milestone Investment Advisors sold 460 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $20.8K.
  • Milestone Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and held it in 6 quarters.
  • Milestone Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $29.6K in Q2 2023.
  • 289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Milestone Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.