Physician Wealth Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Other funds holding LPLA
JT
SC
Physician Wealth Advisors's LPLA Position: Q2 2026 in Review
Physician Wealth Advisors reduced its LPL Financial (LPLA) stake by 2.9% in Q2 2026, selling an estimated $1.2K and leaving 132 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #502.
Physician Wealth Advisors first reported a position in LPLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $40.9K in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Physician Wealth Advisors held 132 shares of LPL Financial worth $37.2K as of Q2 2026.
- Physician Wealth Advisors sold 4 LPL Financial shares in Q2 2026, an estimated $1.2K.
- LPL Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #502 holding.
- Physician Wealth Advisors first reported a position in LPL Financial in Q3 2025 and has held it in 4 quarters since.
- Physician Wealth Advisors's LPL Financial position peaked at $40.9K in Q1 2026.
- 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.