Financial Management Professionals’s LPL Financial LPLA Stock Holding History

Financial Management Professionals’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	$130K	Hold	463	–	–	0.01%	204
2026 Q1	$139K	Hold	463	–	–	0.02%	178
2025 Q4	$165K	Buy	+463	New	+$164K	0.02%	161
2023 Q1	–	Sell	-508	Closed	-$110K	–	1080
2022 Q4	$110K	Buy	508 +62	+14%	+$14.5K	0.02%	154
2022 Q3	$97K	Buy	+446	New	+$94.9K	0.02%	153
2019 Q3	–	Sell	-161	Closed	-$13K	–	332
2019 Q2	$13K	Buy	+161	New	+$12.7K	﹤0.01%	176

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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