Whalen Wealth Management Inc. Lithia Motors Inc Transaction History
Whalen Wealth Management Inc.
- $159 Billion
- Q2 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 1,373 shares of LAD stock, worth $402,041. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,373
Previous 1,185
15.86%
Holding current value
$402,041
Previous $348 Million
33.31%
% of portfolio
0.29%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding LAD
# of Institutions
526Shares Held
27.9MCall Options Held
98.4KPut Options Held
113K-
Vanguard Group Inc Valley Forge, PA2.67MShares$782 Million0.01% of portfolio
-
David Abrams Abrams Capital Management, L.P. | Boston, Ma2.44MShares$716 Million25.76% of portfolio
-
Black Rock Inc. New York, NY2.35MShares$689 Million0.01% of portfolio
-
Coppell Advisory Solutions LLC Coppell, TX2.03MShares$594 Million2.78% of portfolio
-
Harris Associates L P Chicago, IL2MShares$587 Million1.04% 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...