Cassady Schiller Wealth Management’s LPL Financial LPLA Stock Holding History

Cassady Schiller Wealth Management’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 Q4	$980	Buy	+3	New	+$887	﹤0.01%	791

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Cassady Schiller Wealth Management's LPLA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in LPL Financial (LPLA) in Q4 2024: 3 shares worth $980. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings.

724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

Cassady Schiller Wealth Management held 3 shares of LPL Financial worth $980 as of Q4 2024.
LPL Financial was a new Cassady Schiller Wealth Management position in Q4 2024.
LPL Financial made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #791 holding.
724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.