AWM
LPLA icon

AE Wealth Management’s LPL Financial LPLA Stock Holding History

AE Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,211
Closed -$2.7M – 2336
2025
Q2 		$2.7M Buy
7,211
+1,665
+30% +$583K 0.02% 471
2025
Q1 		$1.81M Buy
5,546
+2,519
+83% +$877K 0.02% 549
2024
Q4 		$988K Buy
3,027
+1,705
+129% +$504K 0.01% 699
2024
Q3 		$308K Sell
1,322
-436
-25% -$98.2K ﹤0.01% 1024
2024
Q2 		$491K Buy
+1,758
New +$477K ﹤0.01% 890
2023
Q2 		– Sell
-1,012
Closed -$205K – 1994
2023
Q1 		$205K Buy
+1,012
New +$231K ﹤0.01% 1735

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return