Tyler-Stone Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-371	Closed	-$14.4K	–	670
2024 Q2	$14.4K	Hold	371	–	–	0.01%	589
2024 Q1	$16.8K	Buy	371 +2	+0.5%	+$89	0.01%	553
2023 Q4	$18.8K	Hold	369	–	–	0.01%	513
2023 Q3	$20K	Buy	369 +1	+0.3%	+$61	0.01%	482
2023 Q2	$24K	Buy	+368	New	+$22.9K	0.01%	451
2022 Q4	$24K	Hold	403	–	–	0.02%	422
2022 Q3	$27K	Hold	403	–	–	0.02%	386
2022 Q2	$29K	Buy	403 +8	+2%	+$569	0.02%	396
2022 Q1	$30K	Sell	395 -16	-4%	-$1.22K	0.02%	416
2021 Q4	$35K	Buy	+411	New	+$36.4K	0.02%	416

Other funds holding LIT

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

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

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

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

Tyler-Stone Wealth Management's LIT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 371 shares — an estimated $14.4K sold.

Tyler-Stone Wealth Management first reported a position in LIT in Q4 2021 and held it in 10 quarters. The position peaked at $35K in Q4 2021. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 371 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $14.4K.
Tyler-Stone Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $35K in Q4 2021.
276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.