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

Strategic Financial Concepts’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
Q3 		– Sell
-14,583
Closed -$1.74K – 503
2024
Q2 		$1.74K Buy
+14,583
New +$636K ﹤0.01% 568

Other funds holding LIT

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Financial Concepts's LIT Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 14,583 shares — an estimated $1.74K sold.

Strategic Financial Concepts first reported a position in LIT in Q2 2024 and held it in 1 quarter. The position peaked at $1.74K in Q2 2024. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 14,583 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $1.74K.
  • Strategic Financial Concepts first reported a position in Global X Lithium & Battery Tech ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Global X Lithium & Battery Tech ETF position peaked at $1.74K in Q2 2024.
  • 276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.