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LRI Investments’s LPL Financial LPLA Stock Holding History

LRI Investments’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
2026
Q2 		$14.2K Sell
50
-20
-29% -$6K ﹤0.01% 859
2026
Q1 		$21.2K Sell
70
-417
-86% -$140K ﹤0.01% 681
2025
Q4 		$174K Buy
487
+38
+8% +$13.4K 0.01% 312
2025
Q3 		$149K Sell
449
-149
-25% -$54K 0.01% 344
2025
Q2 		$224K Buy
598
+21
+4% +$7.36K 0.02% 263
2025
Q1 		$189K Sell
577
-346
-37% -$120K 0.02% 275
2024
Q4 		$301K Sell
923
-203
-18% -$60K 0.03% 202
2024
Q3 		$354K Sell
1,126
-58
-5% -$13.1K 0.03% 195
2024
Q2 		$331K Buy
1,184
+1,139
+2,531% +$309K 0.04% 164
2024
Q1 		$11.9K Buy
+45
New +$11.4K ﹤0.01% 470

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return