WMS Partners, LLC
- SEC CIK
- 0001480916
- Latest filing
- Nov 13, 2025
LPLA holding history
LPL Financial Holdings Inc. in every 13F filed by WMS Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LPLA overviewAll 13F holders of LPLAFull Q3 2025 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q2 2024