Wealth Enhancement Advisory Services
LAC

Wealth Enhancement Advisory Services’s Lithium Americas LAC Stock Holding History

Wealth Enhancement Advisory Services’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 		$801K Sell
241,367
-8,125
-3% -$38.7K ﹤0.01% 2253
2026
Q1 		$1.01M Sell
249,492
-72,809
-23% -$358K ﹤0.01% 1792
2025
Q4 		$1.76M Buy
322,301
+2,491
+0.8% +$14.4K ﹤0.01% 1584
2025
Q3 		$2.64M Sell
319,810
-8,772
-3% -$27.7K ﹤0.01% 1288
2025
Q2 		$874K Buy
328,582
+15,898
+5% +$44.1K ﹤0.01% 1837
2025
Q1 		$847K Sell
312,684
-45,904
-13% -$138K ﹤0.01% 1694
2024
Q4 		$1.07M Sell
358,588
-14,792
-4% -$51.3K ﹤0.01% 1504
2024
Q3 		$1.01M Buy
373,380
+108,993
+41% +$277K ﹤0.01% 1391
2024
Q2 		$709K Buy
264,387
+22,313
+9% +$98.6K ﹤0.01% 1441
2024
Q1 		$1.63M Buy
242,074
+18,388
+8% +$95.5K ﹤0.01% 1031
2023
Q4 		$1.43M Buy
+223,686
New +$1.67M ﹤0.01% 1019

Other funds holding LAC

TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return