TLA
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Tanglewood Legacy Advisors’s LPL Financial LPLA Stock Holding History

Tanglewood Legacy 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
Q4 		– Sell
-100
Closed -$23.3K – 301
2024
Q3 		$23.3K Hold
100
– – 0.01% 203
2024
Q2 		$27.9K Hold
100
– – 0.01% 194
2024
Q1 		$26.4K Hold
100
– – 0.01% 201
2023
Q4 		$22.8K Hold
100
– – 0.01% 202
2023
Q3 		$23.8K Hold
100
– – 0.01% 201
2023
Q2 		$21.7K Hold
100
– – 0.01% 210
2023
Q1 		$20.2K Hold
100
– – 0.01% 204
2022
Q4 		$21.6K Buy
+100
New +$23.4K 0.02% 179

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Tanglewood Legacy Advisors's LPLA Position: Q4 2024 in Review

Tanglewood Legacy Advisors sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 100 shares — an estimated $23.3K sold.

Tanglewood Legacy Advisors first reported a position in LPLA in Q4 2022 and held it in 8 quarters. The position peaked at $27.9K in Q2 2024. 724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Tanglewood Legacy Advisors reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 100 LPL Financial shares in Q4 2024, an estimated $23.3K.
  • Tanglewood Legacy Advisors first reported a position in LPL Financial in Q4 2022 and held it in 8 quarters.
  • Tanglewood Legacy Advisors's LPL Financial position peaked at $27.9K in Q2 2024.
  • 724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.