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BTG Pactual Asset Management US’s LPL Financial LPLA Stock Holding History

BTG Pactual Asset Management US’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,600
Closed -$523K – 251
2025
Q1 		$523K Buy
1,600
+300
+23% +$98.1K 0.06% 123
2024
Q4 		$424K Buy
+1,300
New +$424K 0.04% 151