Whalen Wealth Management Inc. Lithia Motors Inc Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Lithia Motors Inc stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 1,185 shares of LAD stock, worth $347,050. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,185
Previous 693
71.0%
Holding current value
$347,050
Previous $248 Million
40.4%
% of portfolio
0.23%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding LAD
# of Institutions
484Shares Held
25.5MCall Options Held
109KPut Options Held
116K-
Vanguard Group Inc Valley Forge, PA2.71MShares$794 Million0.02% of portfolio
-
David Abrams Abrams Capital Management, L.P. | Boston, Ma2.39MShares$700 Million26.35% of portfolio
-
Black Rock Inc. New York, NY2.35MShares$689 Million0.01% of portfolio
-
Barrow Hanley Mewhinney & Strauss LLC Dallas, TX1.61MShares$471 Million2.09% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.19MShares$350 Million0.11% of portfolio
About LITHIA MOTORS INC
- Ticker LAD
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Auto & Truck Dealerships
- Shares Outstandng 27,338,400
- Market Cap $8.01B
- Description
- Lithia Motors, Inc. operates as an automotive retailer in the United States. The company operates through three segments: Domestic, Import, and Luxury. It offers new and used vehicles; vehicle financing services; warranties, insurance contracts, and vehicle and theft protection services; and automotive repair and maintenance services, as well as...