AWM
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Ameliora Wealth Management’s LPL Financial LPLA Stock Holding History

Ameliora Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$90.4K Sell
265
-65
-20% -$22.2K 0.03% 137
2025
Q1 		$108K Hold
330
– – 0.04% 132
2024
Q4 		$108K Buy
+330
New +$108K 0.04% 128