IFWM
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Institute for Wealth Management’s LG Display LPL Stock Holding History

Institute for Wealth Management’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22 Buy
+6
New +$28 ﹤0.01% 1758

Other funds holding LPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return

Institute for Wealth Management's LPL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in LG Display (LPL) in Q2 2026: 6 shares worth $22. The stake represents ﹤0.01% of the portfolio and ranks #1758 among its holdings.

91 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • Institute for Wealth Management held 6 shares of LG Display worth $22 as of Q2 2026.
  • LG Display was a new Institute for Wealth Management position in Q2 2026.
  • LG Display made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1758 holding.
  • 91 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.