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WealthPLAN Partners’s LPL Financial LPLA Stock Holding History

WealthPLAN 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
2026
Q1 		– Sell
-579
Closed -$207K – 245
2025
Q4 		$207K Buy
+579
New +$205K 0.03% 265
2025
Q3 		– Sell
-578
Closed -$217K – 259
2025
Q2 		$217K Buy
+578
New +$203K 0.03% 247
2023
Q3 		– Sell
-573
Closed -$124K – 772
2023
Q2 		$124K Buy
573
+1
+0.2% +$200 0.02% 362
2023
Q1 		$116K Buy
+572
New +$131K 0.01% 393
2016
Q3 		$20K Sell
666
-295
-31% -$7.98K 0.01% 484
2016
Q2 		$14.9K Buy
+961
New +$24.1K ﹤0.01% 1561
2015
Q4 		$6.01K Buy
+740
New +$31.5K ﹤0.01% 1298
2015
Q2 		$14K Buy
300
+163
+119% +$7.05K 0.01% 287
2015
Q1 		$6K Buy
+137
New +$6.05K ﹤0.01% 414

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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 $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return