WP
LIT icon

WealthPLAN Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-38
Closed -$2.42K – 1336
2023
Q1 		$2.42K Buy
+38
New +$2.45K ﹤0.01% 1107

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return

WealthPLAN Partners's LIT Position: Q2 2023 in Review

WealthPLAN Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 38 shares — an estimated $2.42K sold.

WealthPLAN Partners first reported a position in LIT in Q1 2023 and held it in 1 quarter. The position peaked at $2.42K in Q1 2023. 422 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

  • WealthPLAN Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 38 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $2.42K.
  • WealthPLAN Partners first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Global X Lithium & Battery Tech ETF position peaked at $2.42K in Q1 2023.
  • 422 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.