Aware Super’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71M Sell
7,232
-27,461
-79% -$10.3M 0.04% 197
2025
Q1
$11.3M Sell
34,693
-1,922
-5% -$629K 0.19% 128
2024
Q4
$12M Buy
+36,615
New +$12M 0.19% 129