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

Sutton 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
2023
Q3 		$33.1K Hold
600
– – 0.02% 280
2023
Q2 		$39K Buy
+600
New +$37.4K 0.02% 253

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Sutton Wealth Advisors's LIT Position: Q3 2023 in Review

Sutton Wealth Advisors held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2023 at 600 shares worth $33.1K. The position accounts for 0.02% of the portfolio, ranked #280.

Sutton Wealth Advisors first reported a position in LIT in Q2 2023 and has held it in 2 quarters since. The position peaked at $39K in Q2 2023. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

  • Sutton Wealth Advisors held 600 shares of Global X Lithium & Battery Tech ETF worth $33.1K as of Q3 2023.
  • Sutton Wealth Advisors left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2023.
  • Global X Lithium & Battery Tech ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #280 holding.
  • Sutton Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $39K in Q2 2023.
  • 384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.