Wipfli Financial Advisors’s LPL Financial LPLA Stock Holding History

Wipfli Financial 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
2022 Q3	$116K	Buy	+530	New	+$113K	0.01%	664

Other funds holding LPLA

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

LPC

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Wipfli Financial Advisors's LPLA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in LPL Financial (LPLA) in Q3 2022: 530 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #664 among its holdings.

581 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

Wipfli Financial Advisors held 530 shares of LPL Financial worth $116K as of Q3 2022.
LPL Financial was a new Wipfli Financial Advisors position in Q3 2022.
LPL Financial made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #664 holding.
581 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.