True Wealth Design’s Lithium Americas LAC Stock Holding History

True Wealth Design’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%	1628
2026 Q1	$2.37K	Hold	600	–	–	﹤0.01%	1475
2025 Q4	$2.62K	Hold	600	–	–	﹤0.01%	1351
2025 Q3	$3.43K	Hold	600	–	–	﹤0.01%	1245
2025 Q2	$1.61K	Hold	600	–	–	﹤0.01%	1266
2025 Q1	$1.63K	Hold	600	–	–	﹤0.01%	1083
2024 Q4	$1.78K	Hold	600	–	–	﹤0.01%	771
2024 Q3	$1.62K	Hold	600	–	–	﹤0.01%	843
2024 Q2	$1.61K	Hold	600	–	–	﹤0.01%	395
2024 Q1	$4.03K	Hold	600	–	–	﹤0.01%	290
2023 Q4	$3.84K	Buy	+600	New	+$4.47K	﹤0.01%	275

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

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