DiNuzzo Private Wealth’s Lithia Motors LAD Stock Holding History

DiNuzzo Private Wealth’s Portfolio LAD Stock Details LAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.03K	Hold	7	–	–	﹤0.01%	667
2026 Q1	$1.75K	Hold	7	–	–	﹤0.01%	690
2025 Q4	$2.33K	Hold	7	–	–	﹤0.01%	588
2025 Q3	$2.36K	Hold	7	–	–	﹤0.01%	582
2025 Q2	$2.37K	Hold	7	–	–	﹤0.01%	567
2025 Q1	$2.06K	Hold	7	–	–	﹤0.01%	590
2024 Q4	$2.5K	Hold	7	–	–	﹤0.01%	516
2024 Q3	$2.22K	Hold	7	–	–	﹤0.01%	570
2024 Q2	$1.77K	Buy	7 +1	+17%	+$262	﹤0.01%	559
2024 Q1	$1.81K	Hold	6	–	–	﹤0.01%	510
2023 Q4	$1.98K	Buy	+6	New	+$1.65K	﹤0.01%	441

Other funds holding LAD

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180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return