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Pursue Wealth Partners’s LPL Financial LPLA Stock Holding History

Pursue Wealth Partners’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
2025
Q1 		– Sell
-760
Closed -$248K – 127
2024
Q4 		$248K Buy
+760
New +$225K 0.14% 97

Other funds holding LPLA

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pursue Wealth Partners's LPLA Position: Q1 2025 in Review

Pursue Wealth Partners sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 760 shares — an estimated $248K sold.

Pursue Wealth Partners first reported a position in LPLA in Q4 2024 and held it in 1 quarter. The position peaked at $248K in Q4 2024. 790 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Pursue Wealth Partners reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • Pursue Wealth Partners sold 760 LPL Financial shares in Q1 2025, an estimated $248K.
  • Pursue Wealth Partners first reported a position in LPL Financial in Q4 2024 and held it in 1 quarter.
  • Pursue Wealth Partners's LPL Financial position peaked at $248K in Q4 2024.
  • 790 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Pursue Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.