DiNuzzo Private Wealth’s LPL Financial LPLA Stock Holding History

DiNuzzo Private Wealth’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	$4.51K	Sell	16 -1	-6%	-$300	﹤0.01%	434
2026 Q1	$5.12K	Hold	17	–	–	﹤0.01%	387
2025 Q4	$6.07K	Hold	17	–	–	﹤0.01%	352
2025 Q3	$6.2K	Hold	17	–	–	﹤0.01%	343
2025 Q2	$6.38K	Hold	17	–	–	﹤0.01%	327
2025 Q1	$5.56K	Sell	17 -1	-6%	-$348	﹤0.01%	338
2024 Q4	$5.88K	Hold	18	–	–	﹤0.01%	319
2024 Q3	$4.19K	Sell	18 -1	-5%	-$225	﹤0.01%	396
2024 Q2	$5.31K	Buy	19 +3	+19%	+$814	﹤0.01%	275
2024 Q1	$4.23K	Hold	16	–	–	﹤0.01%	278
2023 Q4	$3.64K	Buy	+16	New	+$3.6K	﹤0.01%	288

Other funds holding LPLA

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return