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

Providence Wealth 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
2022
Q2 		– Sell
-2,775
Closed -$217K – 99
2022
Q1 		$217K Buy
+2,775
New +$212K 0.14% 96

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Bank of America
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Providence Wealth Advisors's LIT Position: Q2 2022 in Review

Providence Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 2,775 shares — an estimated $217K sold.

Providence Wealth Advisors first reported a position in LIT in Q1 2022 and held it in 1 quarter. The position peaked at $217K in Q1 2022. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

  • Providence Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Providence Wealth Advisors sold 2,775 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $217K.
  • Providence Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 1 quarter.
  • Providence Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $217K in Q1 2022.
  • 446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Providence Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.