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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Global X Funds - Global X Lithium & Battery Tech ETF (0IYG.L)

LSE - LSE Delayed price. Currency in USD

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72.25

+0.60

(+0.84%)

At close: 02:30PM BST

Major holders

Currency in USD

Holder	Shares	Date reported	% out	Value
LPL Financial LLC	740,532	31 Dec 2023	2.07%	53,503,437
Bank of America Corporation	725,076	31 Dec 2023	2.03%	52,386,741
Morgan Stanley	616,366	31 Dec 2023	1.72%	44,532,443
Mirae Asset Global Investments Co., Ltd.	394,520	31 Dec 2023	1.10%	28,504,070
PNC Financial Services Group, Inc.	385,673	31 Dec 2023	1.08%	27,864,874
Jane Street Group, LLC	383,941	31 Dec 2023	1.07%	27,739,737
UBS Group AG	289,536	31 Dec 2023	0.81%	20,918,976
Wells Fargo & Company	249,826	31 Dec 2023	0.70%	18,049,928
Susquehanna International Group, LLP	198,319	31 Dec 2023	0.55%	14,328,547
Prudential PLC	190,200	31 Dec 2023	0.53%	13,741,950

Holder	Shares	Date reported	% out	Value
Global X Fds-Global X Thematic Growth ETF	75,733	29 Feb 2024	0.21%	5,471,709
Upright Assets Allocation Plus Fund	1,000	31 Dec 2023	0.00%	72,250
U.S. Global Investors Fund-Global Resources Fund	700	31 Dec 2023	0.00%	50,575