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

WealthShield 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
Q4 		– Sell
-130
Closed -$7.17K – 496
2023
Q3 		$7.17K Hold
130
– – ﹤0.01% 447
2023
Q2 		$8.48K Sell
130
-3,000
-96% -$187K ﹤0.01% 447
2023
Q1 		$199K Buy
+3,130
New +$202K 0.03% 292

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

WealthShield Partners's LIT Position: Q4 2023 in Review

WealthShield Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 130 shares — an estimated $7.17K sold.

WealthShield Partners first reported a position in LIT in Q1 2023 and held it in 3 quarters. The position peaked at $199K in Q1 2023. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

  • WealthShield Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
  • WealthShield Partners sold 130 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $7.17K.
  • WealthShield Partners first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and held it in 3 quarters.
  • WealthShield Partners's Global X Lithium & Battery Tech ETF position peaked at $199K in Q1 2023.
  • 376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.