AE Wealth Management’s LPL Financial LPLA Stock Holding History

AE Wealth Management’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
2025 Q2	$2.7M	Buy
2025 Q1	$1.81M	Buy
2024 Q4	$988K	Buy
2024 Q3	$308K	Sell
2024 Q2	$491K	Buy
2023 Q2	–	Sell
2023 Q1	$205K	Buy