Tradition Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Tradition Wealth 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
2023 Q4	–	Sell	-835	Closed	-$46K	–	1328
2023 Q3	$46K	Hold	835	–	–	0.01%	626
2023 Q2	$54K	Hold	835	–	–	0.01%	607
2023 Q1	$53K	Hold	835	–	–	0.01%	593
2022 Q4	$49K	Hold	835	–	–	0.01%	530
2022 Q3	$55K	Hold	835	–	–	0.01%	484
2022 Q2	$61K	Hold	835	–	–	0.01%	431
2022 Q1	$64K	Hold	835	–	–	0.01%	457
2021 Q4	$71K	Buy	835 +125	+18%	+$11.1K	0.01%	462
2021 Q3	$58K	Hold	710	–	–	0.01%	471
2021 Q2	$51K	Hold	710	–	–	0.01%	519
2021 Q1	$42K	Buy	+710	New	+$46.4K	0.01%	472

Other funds holding LIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Tradition Wealth Management's LIT Position: Q4 2023 in Review

Tradition Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 835 shares — an estimated $46K sold.

Tradition Wealth Management first reported a position in LIT in Q1 2021 and held it in 11 quarters. The position peaked at $71K in Q4 2021. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Tradition Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 835 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $46K.
Tradition Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 11 quarters.
Tradition Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $71K in Q4 2021.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.