Family Wealth Partners’s LPL Financial LPLA Stock Holding History

Family 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
2026 Q2	$19.5M	Sell	69,073 -2,458	-3%	-$738K	5.97%	2
2026 Q1	$21.5M	Sell	71,531 -30,474	-30%	-$10.2M	7.35%	2
2025 Q4	$36.4M	Sell	102,005 -3,639	-3%	-$1.29M	13.13%	2
2025 Q3	$35.1M	Sell	105,644 -6,258	-6%	-$2.27M	13.17%	2
2025 Q2	$42M	Sell	111,902 -43	-0%	-$15.1K	16.79%	1
2025 Q1	$36.6M	Buy	111,945 +4,084	+4%	+$1.42M	16.72%	1
2024 Q4	$35.2M	Sell	107,861 -40,035	-27%	-$11.8M	16.74%	1
2024 Q3	$34.4M	Buy	147,896 +608	+0.4%	+$137K	17.6%	1
2024 Q2	$41.1M	Buy	147,288 +348	+0.2%	+$94.5K	21.35%	1
2024 Q1	$38.8M	Buy	146,940 +76,426	+108%	+$19.3M	22%	1
2023 Q4	$16.1M	Buy	+70,514	New	+$15.9M	12.39%	1

Other funds holding LPLA

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 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

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return