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Synergy Asset Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Synergy Asset Management’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
2026
Q1 		– Sell
-8,901
Closed -$577K – 284
2025
Q4 		$577K Buy
+8,901
New +$549K 0.06% 124
2025
Q1 		– Sell
-25
Closed -$1.09K – 508
2024
Q4 		$1.09K Buy
+25
New +$1.1K ﹤0.01% 715
2023
Q2 		– Sell
-3,491
Closed -$222K – 112
2023
Q1 		$222K Buy
+3,491
New +$225K 0.05% 105
2022
Q4 		– Sell
-3,414
Closed -$225K – 124
2022
Q3 		$225K Sell
3,414
-1,088
-24% -$80.8K 0.06% 98
2022
Q2 		$326K Buy
+4,502
New +$320K 0.09% 78
2022
Q1 		– Sell
-2,742
Closed -$231K – 112
2021
Q4 		$231K Sell
2,742
-1,669
-38% -$148K 0.06% 96
2021
Q3 		$362K Buy
+4,411
New +$362K 0.08% 66

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Bank of Montreal
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BNP Paribas Financial Markets
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WH
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BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return