Financial Management Professionals’s Lithium Americas LAC Stock Holding History

Financial Management Professionals’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	$2.31K	Hold	600	–	–	﹤0.01%	778
2026 Q1	$2.37K	Hold	600	–	–	﹤0.01%	707
2025 Q4	$2.62K	Hold	600	–	–	﹤0.01%	690
2025 Q3	$3.43K	Hold	600	–	–	﹤0.01%	639
2025 Q2	$1.61K	Hold	600	–	–	﹤0.01%	774
2025 Q1	$1.63K	Hold	600	–	–	﹤0.01%	765
2024 Q4	$1.78K	Buy	+600	New	+$2.08K	﹤0.01%	742

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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

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

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