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My Personal CFO LLC’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

My Personal CFO LLC’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
2023
Q1 		– Sell
-9
Closed -$527 – 490
2022
Q4 		$527 Buy
+9
New +$601 ﹤0.01% 743

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

My Personal CFO LLC's LIT Position: Q1 2023 in Review

My Personal CFO LLC sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2023, closing a stake of 9 shares — an estimated $527 sold.

My Personal CFO LLC first reported a position in LIT in Q4 2022 and held it in 1 quarter. The position peaked at $527 in Q4 2022. 405 funds tracked by Wall St. Rank hold LIT as of Q1 2023.

  • My Personal CFO LLC reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 9 Global X Lithium & Battery Tech ETF shares in Q1 2023, an estimated $527.
  • My Personal CFO LLC first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Global X Lithium & Battery Tech ETF position peaked at $527 in Q4 2022.
  • 405 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.