OLA
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Oliver Luxxe Assets’s LPL Financial LPLA Stock Holding History

Oliver Luxxe Assets’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 		$3.14M Buy
11,152
+650
+6% +$195K 0.46% 73
2026
Q1 		$3.16M Buy
10,502
+401
+4% +$135K 0.47% 75
2025
Q4 		$3.61M Buy
10,101
+536
+6% +$190K 0.55% 60
2025
Q3 		$3.18M Buy
9,565
+480
+5% +$174K 0.5% 66
2025
Q2 		$3.41M Buy
9,085
+66
+0.7% +$23.1K 0.61% 62
2025
Q1 		$2.95M Sell
9,019
-8,148
-47% -$2.84M 0.55% 70
2024
Q4 		$4.82M Buy
17,167
+8,794
+105% +$2.6M 0.43% 73
2024
Q3 		$1.95M Buy
8,373
+144
+2% +$32.4K 0.35% 99
2024
Q2 		$2.3M Buy
8,229
+64
+0.8% +$17.4K 0.49% 65
2024
Q1 		$2.16M Buy
8,165
+13
+0.2% +$3.28K 0.45% 69
2023
Q4 		$1.86M Buy
8,152
+48
+0.6% +$10.8K 0.44% 76
2023
Q3 		$1.93M Buy
8,104
+2,776
+52% +$645K 0.49% 70
2023
Q2 		$1.16M Sell
5,328
-8
-0.1% -$1.6K 0.29% 87
2023
Q1 		$1.08M Buy
5,336
+181
+4% +$41.4K 0.28% 82
2022
Q4 		$1.11M Buy
5,155
+19
+0.4% +$4.44K 0.31% 86
2022
Q3 		$1.12M Sell
5,136
-4,257
-45% -$905K 0.35% 82
2022
Q2 		$1.73M Sell
9,393
-3,867
-29% -$734K 0.51% 72
2022
Q1 		$2.42M Sell
13,260
-2,503
-16% -$436K 0.61% 65
2021
Q4 		$2.52M Sell
15,763
-97
-0.6% -$16K 0.64% 57
2021
Q3 		$2.49M Buy
15,860
+1,068
+7% +$153K 0.68% 55
2021
Q2 		$2M Buy
14,792
+1,252
+9% +$182K 0.55% 74
2021
Q1 		$1.93M Sell
13,540
-130
-1% -$16.6K 0.58% 66
2020
Q4 		$1.6M Buy
13,670
+855
+7% +$76.8K 0.5% 73
2020
Q3 		$983K Buy
12,815
+550
+4% +$43.7K 0.37% 91
2020
Q2 		$962K Buy
+12,265
New +$820K 0.51% 70
2020
Q1 		– Sell
-2,369
Closed -$219K – 130
2019
Q4 		$219K Buy
+2,369
New +$203K 0.11% 117

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