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CGN Advisors’s LPL Financial LPLA Stock Holding History

CGN 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
2026
Q2 		$1.88M Buy
6,679
+762
+13% +$229K 0.14% 137
2026
Q1 		$1.78M Buy
5,917
+99
+2% +$33.2K 0.14% 138
2025
Q4 		$2.08M Sell
5,818
-1,140
-16% -$403K 0.16% 121
2025
Q3 		$2.31M Buy
6,958
+114
+2% +$41.3K 0.19% 113
2025
Q2 		$2.57M Buy
6,844
+127
+2% +$44.5K 0.23% 93
2025
Q1 		$2.2M Sell
6,717
-811
-11% -$282K 0.22% 107
2024
Q4 		$2.46M Sell
7,528
-444
-6% -$131K 0.24% 99
2024
Q3 		$1.85M Buy
7,972
+867
+12% +$195K 0.19% 122
2024
Q2 		$1.98M Buy
7,105
+301
+4% +$81.7K 0.23% 109
2024
Q1 		$1.8M Buy
6,804
+824
+14% +$208K 0.23% 112
2023
Q4 		$1.36M Buy
+5,980
New +$1.34M 0.19% 129

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return