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Glassman Wealth Services’s LPL Financial LPLA Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-42
Closed -$9.56K – 1100
2023
Q4 		$9.56K Buy
42
+2
+5% +$450 ﹤0.01% 898
2023
Q3 		$9.51K Hold
40
– – ﹤0.01% 873
2023
Q2 		$8.7K Sell
40
-2
-5% -$400 ﹤0.01% 848
2023
Q1 		$8.5K Buy
42
+3
+8% +$686 ﹤0.01% 864
2022
Q4 		$8.43K Buy
39
+3
+8% +$701 ﹤0.01% 881
2022
Q3 		$8K Buy
36
+1
+3% +$213 ﹤0.01% 868
2022
Q2 		$6K Buy
35
+9
+35% +$1.71K ﹤0.01% 954
2022
Q1 		$5K Buy
26
+6
+30% +$1.04K ﹤0.01% 1004
2021
Q4 		$3K Buy
20
+9
+82% +$1.49K ﹤0.01% 1112
2021
Q3 		$2K Buy
11
+7
+175% +$1K ﹤0.01% 1185
2021
Q2 		$1K Hold
4
– – ﹤0.01% 1323
2021
Q1 		$1K Buy
4
+1
+33% +$128 ﹤0.01% 1280
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1451
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1414
2020
Q2 		$0 Sell
3
-3
-50% -$200 ﹤0.01% 1398
2020
Q1 		$0 Buy
+6
New +$484 ﹤0.01% 1369

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return