OneAscent Wealth Management »

Lithia Motors shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of Lithia Motors (LAD) shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in Lithia Motors

Tip: Access up to 7 years of quarterly data

All positions including Lithia Motors held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lithia Motors by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $315k 1.0k 300.86
2023-12-31 $390k 1.2k 329.11
2023-09-30 $330k 1.1k 295.70

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

Top funds holding Lithia Motors

Vanguard Group
Abrams Capital Management
BlackRock
Harris Associates L.P
MFN Partners Management
Barrow, Hanley, Mewhinney & Strauss
Dimensional Fund Advisors
Brave Warrior Advisors
FMR
Royal London Asset Management
Alliancebernstein
Lyrical Asset Management
Geode Capital Management
Morgan Stanley
Omega Advisors

View all funds holding Lithia Motors