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VisionPoint Advisory Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

VisionPoint Advisory Group’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
-3
Closed -$116 – 545
2024
Q2 		$116 Hold
3
– – ﹤0.01% 767
2024
Q1 		$136 Hold
3
– – ﹤0.01% 769
2023
Q4 		$153 Buy
+3
New +$149 ﹤0.01% 696
2023
Q3 		– Sell
-218
Closed -$14.2K – 770
2023
Q2 		$14.2K Buy
+218
New +$13.6K 0.01% 350

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

VisionPoint Advisory Group's LIT Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 3 shares — an estimated $116 sold.

VisionPoint Advisory Group first reported a position in LIT in Q2 2023 and held it in 4 quarters. The position peaked at $14.2K in Q2 2023. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 3 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $116.
  • VisionPoint Advisory Group first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's Global X Lithium & Battery Tech ETF position peaked at $14.2K in Q2 2023.
  • 276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.