Alera Investment Advisors’s LPL Financial LPLA Stock Holding History

Alera Investment Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$295K	Sell
2024 Q1	$701K	Sell
2023 Q4	$613K	Sell
2023 Q3	$963K	Sell
2023 Q2	$885K	Buy
2023 Q1	$789K	Buy
2022 Q4	$833K	Sell
2022 Q3	$846K	Buy
2022 Q2	$510K	Buy