Paradigm Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Paradigm 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
2021 Q4	$228K	Buy	+2,698	New	+$239K	0.05%	193

Other funds holding LIT

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Paradigm Financial Advisors's LIT Position: Q4 2021 in Review

Paradigm Financial Advisors opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q4 2021: 2,698 shares worth $228K. The stake represents 0.05% of the portfolio and ranks #193 among its holdings.

460 funds tracked by Wall St. Rank hold LIT as of Q4 2021.

Paradigm Financial Advisors held 2,698 shares of Global X Lithium & Battery Tech ETF worth $228K as of Q4 2021.
Global X Lithium & Battery Tech ETF was a new Paradigm Financial Advisors position in Q4 2021.
Global X Lithium & Battery Tech ETF made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #193 holding.
460 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.