Wealth Enhancement Trust Services, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 2067696
SIOUX FALLS, SD
Position in LPLA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,788
+$3,284 QoQ
Shares Held
17
+240.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#693
of 761 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $3,665,150 across 18 Capital Markets names. LPLA ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,098 | $1,110,483 | |
| 2 | TW |
Tradeweb Markets Inc.
|
10,197 | $1,016,233 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,599 | $977,969 | |
| 4 | MS |
Morgan Stanley
|
2,176 | $454,870 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
325 | $32,591 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
405 | $20,241 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
182 | $10,841 | |
| 8 | EVR |
Evercore Inc.
|
30 | $10,242 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,788 | 17 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $1,504 | 5 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $1,785 | 5 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||