AWE
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Avidian Wealth Enterprises’s LPL Financial LPLA Stock Holding History

Avidian Wealth Enterprises’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
2016
Q3 		– Sell
-15,187
Closed -$342K – 89
2016
Q2 		$342K Buy
+15,187
New +$381K 0.12% 42

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TGHSA
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JHIU
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T. Rowe Price Associates
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FCIM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Avidian Wealth Enterprises's LPLA Position: Q3 2016 in Review

Avidian Wealth Enterprises sold out of LPL Financial (LPLA) in Q3 2016, closing a stake of 15,187 shares — an estimated $342K sold.

Avidian Wealth Enterprises first reported a position in LPLA in Q2 2016 and held it in 1 quarter. The position peaked at $342K in Q2 2016. 138 funds tracked by Wall St. Rank hold LPLA as of Q3 2016.

  • Avidian Wealth Enterprises reported no remaining LPL Financial position as of Q3 2016 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 15,187 LPL Financial shares in Q3 2016, an estimated $342K.
  • Avidian Wealth Enterprises first reported a position in LPL Financial in Q2 2016 and held it in 1 quarter.
  • Avidian Wealth Enterprises's LPL Financial position peaked at $342K in Q2 2016.
  • 138 funds tracked by Wall St. Rank held LPL Financial as of Q3 2016.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2016, filed 14 Nov 2016.