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BDO Wealth Advisors’s LPL Financial LPLA Stock Holding History

BDO Wealth Advisors’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
2018
Q4 		– Sell
-234
Closed -$15K – 593
2018
Q3 		$15K Hold
234
– – ﹤0.01% 417
2018
Q2 		$15K Hold
234
– – 0.01% 413
2018
Q1 		$14K Buy
+234
New +$14.5K 0.01% 366
2017
Q3 		– Sell
-234
Closed -$10K – 508
2017
Q2 		$10K Buy
+234
New +$9.5K ﹤0.01% 375

Other funds holding LPLA

Janus Henderson Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return