MW
LIT icon

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

Milestone Wealth’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
2022
Q3 		$13K Hold
190
– – 0.01% 163
2022
Q2 		$14K Sell
190
-190
-50% -$13.5K 0.01% 155
2022
Q1 		$32K Hold
380
– – 0.03% 159
2021
Q4 		$32K Buy
+380
New +$33.7K 0.03% 159

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Milestone Wealth's LIT Position: Q3 2022 in Review

Milestone Wealth held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2022 at 190 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #163.

Milestone Wealth first reported a position in LIT in Q4 2021 and has held it in 4 quarters since. The position peaked at $32K in Q1 2022. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

  • Milestone Wealth held 190 shares of Global X Lithium & Battery Tech ETF worth $13K as of Q3 2022.
  • Milestone Wealth left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2022.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #163 holding.
  • Milestone Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Global X Lithium & Battery Tech ETF position peaked at $32K in Q1 2022.
  • 429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.