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Ceros Financial Services’s LPL Financial LPLA Stock Holding History

Ceros Financial Services’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
2019
Q1 		$26K Buy
+370
New +$26.7K 0.01% 162

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ceros Financial Services's LPLA Position: Q1 2019 in Review

Ceros Financial Services opened a new position in LPL Financial (LPLA) in Q1 2019: 370 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #162 among its holdings.

320 funds tracked by Wall St. Rank hold LPLA as of Q1 2019.

  • Ceros Financial Services held 370 shares of LPL Financial worth $26K as of Q1 2019.
  • LPL Financial was a new Ceros Financial Services position in Q1 2019.
  • LPL Financial made up 0.01% of Ceros Financial Services's portfolio in Q1 2019, its #162 holding.
  • 320 funds tracked by Wall St. Rank held LPL Financial as of Q1 2019.

Based on Ceros Financial Services's 13F filing for Q1 2019, filed 3 May 2019.