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CoreCap Advisors’s LPL Financial LPLA Stock Holding History

CoreCap 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 		$60.9K Buy
216
+14
+7% +$4.2K ﹤0.01% 1322
2026
Q1 		$61.1K Buy
202
+16
+9% +$5.37K ﹤0.01% 1217
2025
Q4 		$66.4K Sell
186
-324
-64% -$115K ﹤0.01% 1194
2025
Q3 		$170K Sell
510
-1,278
-71% -$463K 0.01% 850
2025
Q2 		$671K Buy
1,788
+1,619
+958% +$567K 0.03% 435
2025
Q1 		$55.4K Hold
169
– – ﹤0.01% 1133
2024
Q4 		$55.3K Buy
169
+13
+8% +$3.84K ﹤0.01% 1146
2024
Q3 		$36.3K Hold
156
– – ﹤0.01% 1327
2024
Q2 		$43.6K Sell
156
-2
-1% -$543 ﹤0.01% 695
2024
Q1 		$41.7K Buy
+158
New +$39.9K ﹤0.01% 1185
2022
Q4 		$128K Buy
+594
New +$139K 0.01% 646
2022
Q3 		– Sell
-295
Closed -$54K – 1404
2022
Q2 		$54K Buy
+295
New +$56K ﹤0.01% 918

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