Asset Dedication LLC’s LPL Financial LPLA Stock Holding History

Asset Dedication LLC’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	$6.38K	Buy
2024 Q4	–	Sell
2024 Q3	$105K	Hold
2024 Q2	$126K	Hold
2024 Q1	$119K	Buy
2023 Q4	$103K	Hold
2023 Q3	$107K	Buy
2023 Q2	$98K	Hold
2023 Q1	$91K	Buy
2022 Q4	$97K	Buy