Realta Investment Advisors’s LPL Financial LPLA Stock Holding History

Realta Investment Advisors’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
2024 Q2	–	Sell	-1,517	Closed	-$401K	–	809
2024 Q1	$401K	Sell	1,517 -87	-5%	-$22K	0.08%	265
2023 Q4	$365K	Sell	1,604 -80	-5%	-$18K	0.08%	273
2023 Q3	$366K	Hold	1,684	–	–	0.08%	256
2023 Q2	$366K	Sell	1,684 -42	-2%	-$8.41K	0.08%	265
2023 Q1	$349K	Sell	1,726 -630	-27%	-$144K	0.08%	266
2022 Q4	$509K	Sell	2,356 -841	-26%	-$197K	0.12%	204
2022 Q3	$698K	Buy	+3,197	New	+$680K	0.18%	140
2020 Q1	–	Sell	-133	Closed	-$12K	–	923
2019 Q4	$12K	Sell	133 -1,251	-90%	-$107K	﹤0.01%	1085
2019 Q3	$113K	Buy	1,384 +1,251	+941%	+$100K	0.03%	470
2019 Q2	$11K	Buy	+133	New	+$10.5K	﹤0.01%	1107

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Realta Investment Advisors's LPLA Position: Q2 2024 in Review

Realta Investment Advisors sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 1,517 shares — an estimated $401K sold.

Realta Investment Advisors first reported a position in LPLA in Q2 2019 and held it in 10 quarters. The position peaked at $698K in Q3 2022. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

Realta Investment Advisors reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
Realta Investment Advisors sold 1,517 LPL Financial shares in Q2 2024, an estimated $401K.
Realta Investment Advisors first reported a position in LPL Financial in Q2 2019 and held it in 10 quarters.
Realta Investment Advisors's LPL Financial position peaked at $698K in Q3 2022.
674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.