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

Avalon Investment & Advisory’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
2023 Q1	–	Sell
2022 Q4	$19.4M	Buy
2022 Q3	$16.8M	Buy