Intrua Financial’s LPL Financial LPLA Stock Holding History

Intrua Financial’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
2020 Q3	–	Sell	-3,239	Closed	-$271K	–	244
2020 Q2	$271K	Buy	+3,239	New	+$216K	0.1%	189

Other funds holding LPLA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Intrua Financial's LPLA Position: Q3 2020 in Review

Intrua Financial sold out of LPL Financial (LPLA) in Q3 2020, closing a stake of 3,239 shares — an estimated $271K sold.

Intrua Financial first reported a position in LPLA in Q2 2020 and held it in 1 quarter. The position peaked at $271K in Q2 2020. 326 funds tracked by Wall St. Rank hold LPLA as of Q3 2020.

Intrua Financial reported no remaining LPL Financial position as of Q3 2020 after selling out during the quarter.
Intrua Financial sold 3,239 LPL Financial shares in Q3 2020, an estimated $271K.
Intrua Financial first reported a position in LPL Financial in Q2 2020 and held it in 1 quarter.
Intrua Financial's LPL Financial position peaked at $271K in Q2 2020.
326 funds tracked by Wall St. Rank held LPL Financial as of Q3 2020.

Based on Intrua Financial's 13F filing for Q3 2020, filed 16 Nov 2020.