Cresset Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
2,142
+1,338
| +166% | +$502K | ﹤0.01% | 854 |
|
|
2025
Q1 | $263K | Buy |
804
+69
| +9% | +$22.6K | ﹤0.01% | 1370 |
|
|
2024
Q4 | $240K | Sell |
735
-3,446
| -82% | -$1.13M | ﹤0.01% | 1450 |
|
|
2024
Q3 | $973K | Sell |
4,181
-574
| -12% | -$134K | ﹤0.01% | 1150 |
|
|
2024
Q2 | $1.33M | Buy |
4,755
+408
| +9% | +$114K | 0.01% | 893 |
|
|
2024
Q1 | $1.15M | Buy |
4,347
+150
| +4% | +$39.6K | 0.01% | 902 |
|
|
2023
Q4 | $955K | Sell |
4,197
-259
| -6% | -$58.9K | 0.01% | 893 |
|
|
2023
Q3 | $1.06M | Buy |
4,456
+428
| +11% | +$102K | ﹤0.01% | 795 |
|
|
2023
Q2 | $876K | Buy |
+4,028
| New | +$876K | ﹤0.01% | 873 |
|