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Diversify Advisory Services’s LPL Financial LPLA Stock Holding History

Diversify Advisory Services’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
2024
Q3 		– Sell
-1,695
Closed -$463K – 661
2024
Q2 		$463K Buy
+1,695
New +$460K 0.03% 395

Other funds holding LPLA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Diversify Advisory Services's LPLA Position: Q3 2024 in Review

Diversify Advisory Services sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 1,695 shares — an estimated $463K sold.

Diversify Advisory Services first reported a position in LPLA in Q2 2024 and held it in 1 quarter. The position peaked at $463K in Q2 2024. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Diversify Advisory Services reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 1,695 LPL Financial shares in Q3 2024, an estimated $463K.
  • Diversify Advisory Services first reported a position in LPL Financial in Q2 2024 and held it in 1 quarter.
  • Diversify Advisory Services's LPL Financial position peaked at $463K in Q2 2024.
  • 642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Diversify Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.