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GPS Wealth Strategies Group’s LPL Financial LPLA Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-30
Closed -$9.98K – 1147
2025
Q3 		$9.98K Hold
30
– – ﹤0.01% 1090
2025
Q2 		$11.3K Buy
30
+15
+100% +$5.25K ﹤0.01% 1001
2025
Q1 		$4.91K Hold
15
– – ﹤0.01% 1156
2024
Q4 		$4.9K Hold
15
– – ﹤0.01% 1098
2024
Q3 		$3.49K Hold
15
– – ﹤0.01% 1163
2024
Q2 		$4.19K Hold
15
– – ﹤0.01% 1097
2024
Q1 		$3.96K Hold
15
– – ﹤0.01% 1046
2023
Q4 		$3.41K Hold
15
– – ﹤0.01% 1051
2023
Q3 		$3.56K Hold
15
– – ﹤0.01% 1032
2023
Q2 		$3.26K Hold
15
– – ﹤0.01% 1050
2023
Q1 		$3.04K Buy
+15
New +$3.43K ﹤0.01% 1065
2022
Q4 		– Sell
-15
Closed -$3K – 677
2022
Q3 		$3K Buy
15
+2
+15% +$425 ﹤0.01% 992
2022
Q2 		$2K Hold
13
– – ﹤0.01% 1024
2022
Q1 		$2K Hold
13
– – ﹤0.01% 970
2021
Q4 		$2K Hold
13
– – ﹤0.01% 989
2021
Q3 		$2K Hold
13
– – ﹤0.01% 950
2021
Q2 		$2K Buy
13
+10
+333% +$1.45K ﹤0.01% 970
2021
Q1 		$0 Buy
+3
New +$383 ﹤0.01% 949

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return