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Global Wealth Strategies & Associates’s LPL Financial LPLA Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-44
Closed -$14.4K – 429
2025
Q1 		$14.4K Hold
44
– – ﹤0.01% 211
2024
Q4 		$14.4K Hold
44
– – ﹤0.01% 195
2024
Q3 		$10.2K Hold
44
– – ﹤0.01% 194
2024
Q2 		$12.3K Hold
44
– – ﹤0.01% 160
2024
Q1 		$11.6K Hold
44
– – ﹤0.01% 169
2023
Q4 		$10K Hold
44
– – ﹤0.01% 168
2023
Q3 		$10.5K Buy
+44
New +$10.2K ﹤0.01% 158

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Global Wealth Strategies & Associates's LPLA Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 44 shares — an estimated $14.4K sold.

Global Wealth Strategies & Associates first reported a position in LPLA in Q3 2023 and held it in 7 quarters. The position peaked at $14.4K in Q1 2025. 800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 44 LPL Financial shares in Q2 2025, an estimated $14.4K.
  • Global Wealth Strategies & Associates first reported a position in LPL Financial in Q3 2023 and held it in 7 quarters.
  • Global Wealth Strategies & Associates's LPL Financial position peaked at $14.4K in Q1 2025.
  • 800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.