WR Wealth Planners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

WR Wealth Planners’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 Q4	$14.3K	Sell	350 -650	-65%	-$28.7K	﹤0.01%	539
2024 Q3	$43.6K	Sell	1,000 -285	-22%	-$10.9K	0.01%	352
2024 Q2	$49.9K	Sell	1,285 -723	-36%	-$31.5K	0.02%	334
2024 Q1	$90.9K	Sell	2,008 -10,265	-84%	-$457K	0.03%	264
2023 Q4	$625K	Sell	12,273 -2,118	-15%	-$105K	0.23%	76
2023 Q3	$794K	Buy	14,391 +503	+4%	+$30.7K	0.3%	52
2023 Q2	$903K	Buy	13,888 +140	+1%	+$8.73K	0.35%	50
2023 Q1	$874K	Sell	13,748 -280	-2%	-$18.1K	0.38%	45
2022 Q4	$822K	Sell	14,028 -112	-0.8%	-$7.48K	0.51%	36
2022 Q3	$935K	Sell	14,140 -308	-2%	-$22.9K	0.66%	27
2022 Q2	$1.05M	Buy	14,448 +92	+0.6%	+$6.54K	0.69%	26
2022 Q1	$1.11M	Buy	+14,356	New	+$1.1M	0.66%	30

Other funds holding LIT

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WR Wealth Planners's LIT Position: Q4 2024 in Review

WR Wealth Planners reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 65% in Q4 2024, selling an estimated $28.7K and leaving 350 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

WR Wealth Planners first reported a position in LIT in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.11M in Q1 2022. 268 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

WR Wealth Planners held 350 shares of Global X Lithium & Battery Tech ETF worth $14.3K as of Q4 2024.
WR Wealth Planners sold 650 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $28.7K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #539 holding.
WR Wealth Planners first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Global X Lithium & Battery Tech ETF position peaked at $1.11M in Q1 2022.
268 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.