RWB
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RMR Wealth Builders’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

RMR Wealth Builders’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
Q4 		– Sell
-9,308
Closed -$406K – 264
2024
Q3 		$406K Sell
9,308
-329
-3% -$12.5K 0.04% 177
2024
Q2 		$374K Buy
9,637
+48
+0.5% +$2.09K 0.04% 178
2024
Q1 		$434K Sell
9,589
-83
-0.9% -$3.7K 0.05% 164
2023
Q4 		$493K Sell
9,672
-2,608
-21% -$129K 0.07% 145
2023
Q3 		$677K Sell
12,280
-309
-2% -$18.9K 0.11% 100
2023
Q2 		$821K Buy
12,589
+197
+2% +$12.3K 0.14% 76
2023
Q1 		$788K Buy
12,392
+220
+2% +$14.2K 0.15% 75
2022
Q4 		$720K Sell
12,172
-78
-0.6% -$5.21K 0.16% 73
2022
Q3 		$810K Buy
12,250
+73
+0.6% +$5.42K 0.2% 59
2022
Q2 		$885K Buy
12,177
+31
+0.3% +$2.2K 0.22% 66
2022
Q1 		$935K Buy
12,146
+2,006
+20% +$154K 0.2% 72
2021
Q4 		$858K Buy
10,140
+2,200
+28% +$195K 0.25% 42
2021
Q3 		$651K Buy
7,940
+991
+14% +$81.2K 0.19% 82
2021
Q2 		$504K Buy
6,949
+45
+0.7% +$2.9K 0.17% 93
2021
Q1 		$404K Buy
+6,904
New +$451K 0.11% 116

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

RMR Wealth Builders's LIT Position: Q4 2024 in Review

RMR Wealth Builders sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 9,308 shares — an estimated $406K sold.

RMR Wealth Builders first reported a position in LIT in Q1 2021 and held it in 15 quarters. The position peaked at $935K in Q1 2022. 268 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • RMR Wealth Builders reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • RMR Wealth Builders sold 9,308 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $406K.
  • RMR Wealth Builders first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 15 quarters.
  • RMR Wealth Builders's Global X Lithium & Battery Tech ETF position peaked at $935K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on RMR Wealth Builders's 13F filing for Q4 2024, filed 10 Jan 2025.