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Richards, Merrill & Peterson’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Richards, Merrill & Peterson’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
2025
Q1 		– Sell
-200
Closed -$8.16K – 514
2024
Q4 		$8.16K Buy
+200
New +$8.82K ﹤0.01% 398

Other funds holding LIT

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PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Richards, Merrill & Peterson's LIT Position: Q1 2025 in Review

Richards, Merrill & Peterson sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 200 shares — an estimated $8.16K sold.

Richards, Merrill & Peterson first reported a position in LIT in Q4 2024 and held it in 1 quarter. The position peaked at $8.16K in Q4 2024. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

  • Richards, Merrill & Peterson reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 200 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $8.16K.
  • Richards, Merrill & Peterson first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and held it in 1 quarter.
  • Richards, Merrill & Peterson's Global X Lithium & Battery Tech ETF position peaked at $8.16K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q1 2025, filed 7 May 2025.