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Atria Wealth Solutions’s LPL Financial LPLA Stock Holding History

Atria Wealth Solutions’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
2024
Q1 		– Sell
-1,436
Closed -$327K – 2023
2023
Q4 		$327K Sell
1,436
-12
-0.8% -$2.7K ﹤0.01% 1434
2023
Q3 		$344K Buy
1,448
+87
+6% +$20.2K ﹤0.01% 1327
2023
Q2 		$296K Buy
1,361
+55
+4% +$11K ﹤0.01% 1452
2023
Q1 		$264K Sell
1,306
-1,594
-55% -$364K ﹤0.01% 1498
2022
Q4 		$627K Buy
2,900
+1,506
+108% +$352K 0.01% 972
2022
Q3 		$305K Sell
1,394
-206
-13% -$43.8K 0.01% 1292
2022
Q2 		$295K Buy
1,600
+323
+25% +$61.3K 0.01% 1222
2022
Q1 		$233K Buy
+1,277
New +$222K ﹤0.01% 1474

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return