Avantax Advisory Services’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Other funds holding LPLA
LPC
Avantax Advisory Services's LPLA Position: Q2 2025 in Review
Avantax Advisory Services increased its LPL Financial (LPLA) stake by 30% in Q2 2025, buying an estimated $248K and bringing the position to 3,048 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1089.
Avantax Advisory Services first reported a position in LPLA in Q2 2024 and has held it in 5 quarters since. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.
- Avantax Advisory Services held 3,048 shares of LPL Financial worth $1.14M as of Q2 2025.
- Avantax Advisory Services bought 708 LPL Financial shares in Q2 2025, an estimated $248K.
- LPL Financial made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1089 holding.
- Avantax Advisory Services first reported a position in LPL Financial in Q2 2024 and has held it in 5 quarters since.
- 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.