Balasa Dinverno & Foltz’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.02M Buy
4,649
+1,541
+50% +$337K 0.06% 124
2022
Q2
$573K Buy
+3,108
New +$573K 0.04% 185