AAS
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Annex Advisory Services’s LPL Financial LPLA Stock Holding History

Annex Advisory Services’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
2026
Q2 		$3.42M Buy
12,128
+1,153
+11% +$346K 0.06% 130
2026
Q1 		$3.3M Buy
10,975
+2,603
+31% +$873K 0.06% 128
2025
Q4 		$2.99M Sell
8,372
-33
-0.4% -$11.7K 0.06% 137
2025
Q3 		$2.8M Sell
8,405
-383
-4% -$139K 0.06% 119
2025
Q2 		$3.3M Buy
8,788
+184
+2% +$64.5K 0.08% 105
2025
Q1 		$2.81M Sell
8,604
-3,747
-30% -$1.3M 0.08% 107
2024
Q4 		$4.03M Sell
12,351
-3,255
-21% -$963K 0.12% 94
2024
Q3 		$3.63M Buy
15,606
+4,056
+35% +$914K 0.12% 94
2024
Q2 		$3.23M Sell
11,550
-68
-0.6% -$18.5K 0.11% 93
2024
Q1 		$3.07M Sell
11,618
-593
-5% -$150K 0.11% 95
2023
Q4 		$2.78M Buy
+12,211
New +$2.74M 0.12% 96

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return