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Avalon Trust’s LPL Financial LPLA Stock Holding History

Avalon Trust’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-73
Closed -$14.8K – 319
2023
Q1 		$14.8K Buy
+73
New +$14.8K ﹤0.01% 246