WP
LTS

WealthPLAN Partners’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

WealthPLAN Partners’s Portfolio LTS Stock Details LTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,125
Closed -$10.1K – 469
2017
Q1 		$10.1K Buy
+4,125
New +$9.47K 0.04% 268
2016
Q3 		$38.4K Sell
17,375
-17,455
-50% -$40.6K 0.01% 381
2016
Q2 		$41.1K Buy
+34,830
New +$87.8K 0.01% 1006
2015
Q4 		$140K Buy
+151,635
New +$421K 0.02% 331
2015
Q2 		$184K Sell
52,430
-2,000
-4% -$7.07K 0.08% 96
2015
Q1 		$212K Buy
+54,430
New +$212K 0.1% 110

Other funds holding LTS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return