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Safeguard Financial’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-40
Closed -$2K – 334
2023
Q2 		$2K Buy
+40
New +$2.49K ﹤0.01% 462

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UBS Group
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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

Safeguard Financial's LIT Position: Q3 2023 in Review

Safeguard Financial sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 40 shares — an estimated $2K sold.

Safeguard Financial first reported a position in LIT in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

  • Safeguard Financial reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 40 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $2K.
  • Safeguard Financial first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Global X Lithium & Battery Tech ETF position peaked at $2K in Q2 2023.
  • 384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.