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Elevation Wealth Partners’s LPL Financial LPLA Stock Holding History

Elevation Wealth Partners’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
2025
Q1 		– Sell
-5
Closed -$1.64K – 507
2024
Q4 		$1.64K Hold
5
– – ﹤0.01% 442
2024
Q3 		$1.17K Hold
5
– – ﹤0.01% 431
2024
Q2 		$1.4K Hold
5
– – ﹤0.01% 461
2024
Q1 		$1.32K Buy
+5
New +$1.26K ﹤0.01% 428

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elevation Wealth Partners's LPLA Position: Q1 2025 in Review

Elevation Wealth Partners sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 5 shares — an estimated $1.64K sold.

Elevation Wealth Partners first reported a position in LPLA in Q1 2024 and held it in 4 quarters. The position peaked at $1.64K in Q4 2024. 789 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Elevation Wealth Partners reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 5 LPL Financial shares in Q1 2025, an estimated $1.64K.
  • Elevation Wealth Partners first reported a position in LPL Financial in Q1 2024 and held it in 4 quarters.
  • Elevation Wealth Partners's LPL Financial position peaked at $1.64K in Q4 2024.
  • 789 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Elevation Wealth Partners's 13F filing for Q1 2025, filed 9 Apr 2025.