Aventura Private Wealth’s Lithium Americas LAC Stock Holding History

Aventura Private Wealth’s Portfolio LAC Stock Details LAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.5K	Hold	7,407	–	–	0.01%	427
2026 Q1	$29.3K	Buy	7,407 +3,880	+110%	+$19.1K	0.01%	395
2025 Q4	$15.4K	Hold	3,527	–	–	0.01%	457
2025 Q3	$20.1K	Buy	+3,527	New	+$11.1K	0.01%	398

Other funds holding LAC

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IFC & Insurance Marketing Auburn, California $114M AUM

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return