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Provident Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Provident Wealth Management’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
Q4 		– Sell
-310
Closed -$20K – 95
2022
Q3 		$20K Hold
310
– – 0.01% 78
2022
Q2 		$23K Buy
+310
New +$22K 0.01% 79

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Provident Wealth Management's LIT Position: Q4 2022 in Review

Provident Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 310 shares — an estimated $20K sold.

Provident Wealth Management first reported a position in LIT in Q2 2022 and held it in 2 quarters. The position peaked at $23K in Q2 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

  • Provident Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
  • Provident Wealth Management sold 310 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $20K.
  • Provident Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2022 and held it in 2 quarters.
  • Provident Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $23K in Q2 2022.
  • 414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Provident Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.