Oliver Lagore Vanvalin Investment Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	-35	Closed	-$1.58K	–	781
2024 Q1	$1.58K	Hold	35	–	–	﹤0.01%	635
2023 Q4	$1.78K	Buy	35 +10	+40%	+$496	﹤0.01%	637
2023 Q3	$1.38K	Sell	25 -10	-29%	-$611	﹤0.01%	729
2023 Q2	$2.28K	Buy	35 +25	+250%	+$1.56K	﹤0.01%	645
2023 Q1	$643	Sell	10 -36	-78%	-$2.32K	﹤0.01%	639
2022 Q4	$2.7K	Hold	46	–	–	﹤0.01%	529
2022 Q3	$3K	Hold	46	–	–	﹤0.01%	498
2022 Q2	$3K	Hold	46	–	–	﹤0.01%	469
2022 Q1	$4K	Buy	+46	New	+$3.52K	﹤0.01%	439

Other funds holding LIT

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's LIT Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 35 shares — an estimated $1.58K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in LIT in Q1 2022 and held it in 9 quarters. The position peaked at $4K in Q1 2022. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 35 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $1.58K.
Oliver Lagore Vanvalin Investment Group first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 9 quarters.
Oliver Lagore Vanvalin Investment Group's Global X Lithium & Battery Tech ETF position peaked at $4K in Q1 2022.
289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.