Lee Financial’s LPL Financial LPLA Stock Holding History

Lee 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
2024 Q1	–	Sell	-13	Closed	-$2.96K	–	540
2023 Q4	$2.96K	Hold	13	–	–	﹤0.01%	663
2023 Q3	$3.09K	Hold	13	–	–	﹤0.01%	592
2023 Q2	$2.83K	Hold	13	–	–	﹤0.01%	593
2023 Q1	$2.63K	Hold	13	–	–	﹤0.01%	621
2022 Q4	$2.81K	Hold	13	–	–	﹤0.01%	631
2022 Q3	$3K	Hold	13	–	–	﹤0.01%	624
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	705
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	658
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	755
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	627
2021 Q2	$2K	Buy	+13	New	+$1.89K	﹤0.01%	588

Other funds holding LPLA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Janus Henderson Group

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Boston Partners

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

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

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