LPL FINANCIAL LLC Top 13F Holdings - WhaleWisdom.com

LPL FINANCIAL LLC Top 13F Holdings - WhaleWisdom.com

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Sep 30, 2024  · LPL Financial is a large advisory firm with 1374922 clients and discretionary assets under management (AUM) of $462,816,589,215 (Form ADV from 2024-11-06). Their …

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LPL Financial LLC Top Holdings 13F Filings

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At 06/30/2024: $200,762,117. LPL Financial LLC AUM history. LPL Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was …

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LPL Financial 13F Filings And Top Holdings And Stakes - Stockzoa

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Portfolio Holdings for LPL Financial. ... Invesco Exchange Traded Fd T S&p 500 Top 50 0.2 : $331M +6% : 7.2M : 45.75 : Add alert ... Past Filings by LPL Financial . SEC 13F filings are …

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PLOTKIN FINANCIAL ADVISORS, LLC Top 13F Holdings

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Plotkin Financial Advisors is a large advisory firm with 201 clients and discretionary assets under management (AUM) of $174,914,111 (Form ADV from 2024-10-11). Their last reported 13F …

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LPL Financial LLC 13F Portfolio - HedgeFollow

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Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; LPL Financial LLC: LPL Financial LLC: 6.13%: $200478255000: 4900

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Find A Financial Advisor Near You | LPL Financial

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Find an LPL Financial Advisor or Financial Professional. LPL Financial is the nation's leading independent broker-dealer and manages more than $1.1 trillion in client assets through our …

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Sumitomo Mitsui Trust Group Inc. Increases Position In LPL …

1 week from now

1 day ago  · Sumitomo Mitsui Trust Group Inc. increased its position in LPL Financial Holdings Inc. (NASDAQ:LPLA - Free Report) by 2.7% in the third quarter, according to its most recent 13F …

marketbeat.com

MISSION HILLS FINANCIAL ADVISORY, LLC Top 13F Holdings

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Mission Hills Financial Advisory is a large advisory firm with 308 clients and discretionary assets under management (AUM) of $157,472,510 (Form ADV from 2024-09-30). Their last reported …

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LPF ADVISORS LLC Top 13F Holdings - WhaleWisdom.com

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Their last reported 13F filing for Q3 2024 included $116,887,026 in managed 13F securities and a top 10 holdings concentration of 88.69%. LPF Advisors's largest holding is VANGUARD …

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LEGACY WEALTH MANAGMENT, LLC Top 13F Holdings

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Sep 30, 2024  · Legacy Wealth Managment is based out of Boise. Their last reported 13F filing for Q3 2024 included $171,503,312 in managed 13F securities and a top 10 holdings …

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HORIZON WEALTH MANAGEMENT, LLC Top 13F Holdings

1 week from now

Horizon Wealth Management is a large advisory firm with 2344 clients and discretionary assets under management (AUM) of $936,000,000 (Form ADV from 2024-06-12). Their last reported …

whalewisdom.com