Innealta Capital’s LPL Financial LPLA Stock Holding History

Innealta Capital’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 Q3	–	Sell	-12	Closed	-$3.35K	–	1018
2024 Q2	$3.35K	Buy	+12	New	+$3.26K	﹤0.01%	965

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Innealta Capital's LPLA Position: Q3 2024 in Review

Innealta Capital sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 12 shares — an estimated $3.35K sold.

Innealta Capital first reported a position in LPLA in Q2 2024 and held it in 1 quarter. The position peaked at $3.35K in Q2 2024. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

Innealta Capital reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 12 LPL Financial shares in Q3 2024, an estimated $3.35K.
Innealta Capital first reported a position in LPL Financial in Q2 2024 and held it in 1 quarter.
Innealta Capital's LPL Financial position peaked at $3.35K in Q2 2024.
642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.