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Cutler Group’s LPL Financial LPLA Stock Holding History

Cutler Group’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
2021
Q1 		– Sell
-500
Closed -$52K – 6218
2020
Q4 		$52K Buy
+500
New +$44.9K ﹤0.01% 1997
2020
Q3 		– Hold
0
– – – 5216
2020
Q2 		– Hold
0
– – – 4893
2017
Q4 		– Hold
0
– – – 5631
2017
Q3 		– Hold
0
– – – 6474
2017
Q2 		– Hold
0
– – – 6894
2017
Q1 		– Sell
-1,065
Closed -$41.9K – 6999
2016
Q4 		$37K Buy
1,065
+653
+158% +$22.8K ﹤0.01% 2850
2016
Q3 		$12K Sell
412
-1,008
-71% -$27.3K ﹤0.01% 4006
2016
Q2 		$31K Buy
+1,420
New +$35.7K ﹤0.01% 2869
2016
Q1 		– Hold
0
– – – 7039
2015
Q4 		– Hold
0
– – – 6606

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return