Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Lithia Motors LAD Stock Holding History

Wealth Enhancement Advisory Services’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	$1.05M	Buy	3,342 +2,228	+200%	+$633K	﹤0.01%	2035
2026 Q1	$281K	Sell	1,114 -502	-31%	-$149K	﹤0.01%	2844
2025 Q4	$528K	Sell	1,616 -421	-21%	-$134K	﹤0.01%	2432
2025 Q3	$620K	Buy	2,037 +177	+10%	+$57.1K	﹤0.01%	2188
2025 Q2	$657K	Buy	1,860 +19	+1%	+$5.88K	﹤0.01%	2018
2025 Q1	$541K	Buy	1,841 +997	+118%	+$340K	﹤0.01%	2003
2024 Q4	$302K	Buy	844 +64	+8%	+$22.5K	﹤0.01%	2376
2024 Q3	$248K	Buy	+780	New	+$217K	﹤0.01%	2310
2024 Q2	–	Sell	-2,489	Closed	-$749K	–	2660
2024 Q1	$749K	Buy	2,489 +98	+4%	+$29K	﹤0.01%	1362
2023 Q4	$787K	Sell	2,391 -63	-3%	-$17.3K	﹤0.01%	1267
2023 Q3	$725K	Buy	+2,454	New	+$748K	﹤0.01%	1235

Other funds holding LAD

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

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

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

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return