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Householder Group Estate & Retirement Specialist’s LPL Financial LPLA Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-9
Closed -$2K – 913
2024
Q3 		$2K Hold
9
– – ﹤0.01% 1045
2024
Q2 		$2K Hold
9
– – ﹤0.01% 1073
2024
Q1 		$2.41K Hold
9
– – ﹤0.01% 1027
2023
Q4 		$2K Hold
9
– – ﹤0.01% 1000
2023
Q3 		$2.17K Buy
+9
New +$2.09K ﹤0.01% 1061
2023
Q1 		$2K Hold
9
– – ﹤0.01% 1087
2022
Q4 		$1K Hold
9
– – ﹤0.01% 341
2022
Q3 		$1K Buy
+9
New +$1.91K ﹤0.01% 1030

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LPLA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 9 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in LPLA in Q3 2022 and held it in 8 quarters. The position peaked at $2.41K in Q1 2024. 725 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 9 LPL Financial shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in LPL Financial in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's LPL Financial position peaked at $2.41K in Q1 2024.
  • 725 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.