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RAFFA WEALTH MANAGEMENT, LLC’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2025
Q1 		– Sell
-103
Closed -$4.2K – 1107
2024
Q4 		$4.2K Buy
+103
New +$4.54K ﹤0.01% 472

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WH
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UBS Group
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BNP Paribas Financial Markets
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's LIT Position: Q1 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2025, closing a stake of 103 shares — an estimated $4.2K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in LIT in Q4 2024 and held it in 1 quarter. The position peaked at $4.2K in Q4 2024. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 103 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $4.2K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Global X Lithium & Battery Tech ETF in Q4 2024 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Global X Lithium & Battery Tech ETF position peaked at $4.2K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2025, filed 27 Jul 2026.