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Private Wealth Management Group’s LPL Financial LPLA Stock Holding History

Private Wealth Management Group’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
Q1 		$14.7K Hold
49
– – ﹤0.01% 411
2025
Q4 		$17.5K Hold
49
– – ﹤0.01% 357
2025
Q3 		$16.3K Hold
49
– – ﹤0.01% 385
2025
Q2 		$18.4K Hold
49
– – 0.01% 324
2025
Q1 		$16K Hold
49
– – 0.01% 351
2024
Q4 		$16K Hold
49
– – 0.01% 364
2024
Q3 		$11.4K Sell
49
-5
-9% -$1.13K ﹤0.01% 421
2024
Q2 		$15.1K Buy
54
+31
+135% +$8.41K 0.01% 345
2024
Q1 		$6.08K Hold
23
– – ﹤0.01% 561
2023
Q4 		$5.24K Buy
+23
New +$5.17K ﹤0.01% 616

Other funds holding LPLA

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return