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Urban Wealth Management’s LPL Financial LPLA Stock Holding History

Urban Wealth Management’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
2022
Q2 		$4K Buy
+21
New +$3.99K 0.01% 256

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Urban Wealth Management's LPLA Position: Q2 2022 in Review

Urban Wealth Management opened a new position in LPL Financial (LPLA) in Q2 2022: 21 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #256 among its holdings.

532 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

  • Urban Wealth Management held 21 shares of LPL Financial worth $4K as of Q2 2022.
  • LPL Financial was a new Urban Wealth Management position in Q2 2022.
  • LPL Financial made up 0.01% of Urban Wealth Management's portfolio in Q2 2022, its #256 holding.
  • 532 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.