Back to LPLA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → LPLA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
5
Latest value
$2.9M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q4 2025 | $3M |
| Q1 2026 | $2.2M |
| Q2 2026 | $2.5M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 8.8K | — | — |
| Q2 2026 | $2.5M | 8.0K | — | — |
| Q1 2026 | $2.2M | 7.5K | — | — |
| Q4 2025 | $3M | 8.0K | — | — |
| Q3 2025 | $2.7M | 8.4K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B