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New England Capital Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

New England Capital 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
-97
Closed -$3.75K – 411
2024
Q2 		$3.75K Hold
97
– – ﹤0.01% 289
2024
Q1 		$4.38K Buy
97
+1
+1% +$45 ﹤0.01% 274
2023
Q4 		$4.89K Sell
96
-177
-65% -$8.78K ﹤0.01% 277
2023
Q3 		$15.1K Buy
273
+80
+41% +$4.89K 0.01% 193
2023
Q2 		$12.5K Hold
193
– – 0.01% 211
2023
Q1 		$12.2K Hold
193
– – 0.01% 235
2022
Q4 		$12.7K Buy
+193
New +$12.9K 0.01% 233

Other funds holding LIT

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New England Capital Financial Advisors's LIT Position: Q3 2024 in Review

New England Capital Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 97 shares — an estimated $3.75K sold.

New England Capital Financial Advisors first reported a position in LIT in Q4 2022 and held it in 7 quarters. The position peaked at $15.1K in Q3 2023. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

  • New England Capital Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 97 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $3.75K.
  • New England Capital Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and held it in 7 quarters.
  • New England Capital Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $15.1K in Q3 2023.
  • 276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on New England Capital Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.