AIA
LPLA icon

Avalon Investment & Advisory’s LPL Financial LPLA Stock Holding History

Avalon Investment & Advisory’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-89,954
Closed -$19.4M – 323
2022
Q4 		$19.4M Buy
89,954
+13,157
+17% +$2.84M 0.55% 59
2022
Q3 		$16.8M Buy
+76,797
New +$16.8M 0.52% 63