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Security National Trust’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Security National Trust’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
2021
Q3 		$11K Hold
150
– – ﹤0.01% 346
2021
Q2 		$11K Hold
150
– – ﹤0.01% 355
2021
Q1 		$9K Hold
150
– – ﹤0.01% 358
2020
Q4 		$9K Buy
+150
New +$7.44K ﹤0.01% 360

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PNC Financial Services Group
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Security National Trust's LIT Position: Q3 2021 in Review

Security National Trust held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2021 at 150 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Security National Trust first reported a position in LIT in Q4 2020 and has held it in 4 quarters since. 367 funds tracked by Wall St. Rank hold LIT as of Q3 2021.

  • Security National Trust held 150 shares of Global X Lithium & Battery Tech ETF worth $11K as of Q3 2021.
  • Security National Trust left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2021.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #346 holding.
  • Security National Trust first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 4 quarters since.
  • 367 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.