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Raymond James Financial Services Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Raymond James Financial Services 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 		$1.47M Sell
33,723
-9,681
-22% -$369K ﹤0.01% 1905
2024
Q2 		$1.68M Sell
43,404
-6,529
-13% -$285K ﹤0.01% 1775
2024
Q1 		$2.26M Sell
49,933
-10,712
-18% -$477K ﹤0.01% 1580
2023
Q4 		$3.09M Sell
60,645
-15,102
-20% -$749K 0.01% 1335
2023
Q3 		$4.18M Sell
75,747
-11,800
-13% -$721K 0.01% 1104
2023
Q2 		$5.69M Sell
87,547
-3,282
-4% -$205K 0.01% 948
2023
Q1 		$5.77M Sell
90,829
-1,840
-2% -$119K 0.01% 928
2022
Q4 		$5.43M Sell
92,669
-14,563
-14% -$973K 0.01% 917
2022
Q3 		$7.09M Buy
107,232
+2,204
+2% +$164K 0.02% 765
2022
Q2 		$7.63M Sell
105,028
-10,070
-9% -$716K 0.02% 738
2022
Q1 		$8.86M Sell
115,098
-44,961
-28% -$3.44M 0.02% 742
2021
Q4 		$13.5M Buy
160,059
+11,591
+8% +$1.03M 0.03% 562
2021
Q3 		$12.2M Buy
148,468
+38,645
+35% +$3.17M 0.02% 589
2021
Q2 		$7.96M Buy
109,823
+32,222
+42% +$2.07M 0.02% 759
2021
Q1 		$4.54M Buy
77,601
+10,891
+16% +$712K 0.01% 949
2020
Q4 		$4.13M Buy
66,710
+44,913
+206% +$2.23M 0.01% 915
2020
Q3 		$873K Sell
21,797
-539
-2% -$20.3K ﹤0.01% 1630
2020
Q2 		$707K Sell
22,336
-2,742
-11% -$73.8K ﹤0.01% 1700
2020
Q1 		$544K Buy
25,078
+2,146
+9% +$59.4K ﹤0.01% 1496
2019
Q4 		$627K Sell
22,932
-5,447
-19% -$139K ﹤0.01% 1823
2019
Q3 		$692K Buy
28,379
+8,034
+39% +$199K ﹤0.01% 1699
2019
Q2 		$531K Sell
20,345
-176
-0.9% -$4.74K ﹤0.01% 1892
2019
Q1 		$581K Sell
20,521
-1
-0% -$29 ﹤0.01% 1791
2018
Q4 		$554K Sell
20,522
-835
-4% -$25.4K ﹤0.01% 1610
2018
Q3 		$704K Buy
21,357
+470
+2% +$15.2K ﹤0.01% 1679
2018
Q2 		$679K Sell
20,887
-1,259
-6% -$42.1K ﹤0.01% 1668
2018
Q1 		$730K Buy
22,146
+1,426
+7% +$52K ﹤0.01% 1502
2017
Q4 		$803K Buy
+20,720
New +$815K 0.01% 1435

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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Raymond James Financial Services Advisors's LIT Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 22% in Q3 2024, selling an estimated $369K and leaving 33,723 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Raymond James Financial Services Advisors first reported a position in LIT in Q4 2017 and has held it in 28 quarters since. The position peaked at $13.5M in Q4 2021. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

  • Raymond James Financial Services Advisors held 33,723 shares of Global X Lithium & Battery Tech ETF worth $1.47M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 9,681 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $369K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1905 holding.
  • Raymond James Financial Services Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and has held it in 28 quarters since.
  • Raymond James Financial Services Advisors's Global X Lithium & Battery Tech ETF position peaked at $13.5M in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.