AF
LPLA icon

Atala Financial’s LPL Financial LPLA Stock Holding History

Atala Financial’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 		– Sell
-180
Closed -$58.9K – 314
2025
Q1 		$58.9K Hold
180
– – 0.04% 167
2024
Q4 		$58.8K Buy
+180
New +$58.8K 0.04% 176