Bellwether Advisors’s LPL Financial LPLA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$27.7K	Buy	+74	New	+$27.7K	﹤0.01%	263
2022 Q4	–	Sell	-3,492	Closed	-$762K	–	519
2022 Q3	$762K	Buy	3,492 +1,070	+44%	+$233K	0.25%	60
2022 Q2	$446K	Buy	+2,422	New	+$446K	0.14%	86