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SOA Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

SOA Wealth 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
Q1 		– Sell
-20
Closed -$1.02K – 919
2023
Q4 		$1.02K Buy
20
+15
+300% +$744 ﹤0.01% 752
2023
Q3 		$283 Sell
5
-5
-50% -$305 ﹤0.01% 856
2023
Q2 		$657 Buy
10
+5
+100% +$312 ﹤0.01% 813
2023
Q1 		$324 Sell
5
-7
-58% -$452 ﹤0.01% 873
2022
Q4 		$703 Buy
+12
New +$802 ﹤0.01% 825

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

SOA Wealth Advisors's LIT Position: Q1 2024 in Review

SOA Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 20 shares — an estimated $1.02K sold.

SOA Wealth Advisors first reported a position in LIT in Q4 2022 and held it in 5 quarters. The position peaked at $1.02K in Q4 2023. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

  • SOA Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 20 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $1.02K.
  • SOA Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and held it in 5 quarters.
  • SOA Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $1.02K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on SOA Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.