Wolff Wiese Magana’s LPL Financial LPLA Stock Holding History

Wolff Wiese Magana’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 Q2	$10.4K	Hold	37	–	–	﹤0.01%	488
2026 Q1	$11.1K	Sell	37 -5	-12%	-$1.68K	0.01%	446
2025 Q4	$15K	Hold	42	–	–	0.01%	357
2025 Q3	$14K	Hold	42	–	–	0.01%	384
2025 Q2	$15.7K	Hold	42	–	–	0.01%	326
2025 Q1	$13.7K	Buy	42 +20	+91%	+$6.96K	0.01%	351
2024 Q4	$7.18K	Hold	22	–	–	﹤0.01%	481
2024 Q3	$5.12K	Buy	22 +7	+47%	+$1.58K	﹤0.01%	575
2024 Q2	$4.19K	Hold	15	–	–	﹤0.01%	445
2024 Q1	$3.96K	Hold	15	–	–	﹤0.01%	420
2023 Q4	$3.42K	Hold	15	–	–	﹤0.01%	421
2023 Q3	$3.56K	Hold	15	–	–	﹤0.01%	477
2023 Q2	$3.26K	Hold	15	–	–	﹤0.01%	494
2023 Q1	$3.04K	Hold	15	–	–	﹤0.01%	482
2022 Q4	$3.24K	Sell	15 -140	-90%	-$32.7K	﹤0.01%	453
2022 Q3	$34K	Buy	155 +1	+0.6%	+$213	0.03%	299
2022 Q2	$28K	Sell	154 -3	-2%	-$570	0.02%	342
2022 Q1	$29K	Sell	157 -1	-0.6%	-$174	0.02%	352
2021 Q4	$25K	Sell	158 -3,368	-96%	-$556K	0.02%	395
2021 Q3	$553K	Buy	3,526 +3,467	+5,876%	+$498K	0.39%	67
2021 Q2	$8K	Buy	59 +32	+119%	+$4.65K	0.01%	558
2021 Q1	$4K	Buy	+27	New	+$3.44K	﹤0.01%	619

Other funds holding LPLA

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return