Cetera Trust Company’s LPL Financial LPLA Stock Holding History

Cetera Trust Company’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$66.5K	Sell
2025 Q2	$454K	Buy
2025 Q1	$378K	Hold
2024 Q4	$377K	Sell
2024 Q3	$270K	Hold
2024 Q2	$324K	Hold
2024 Q1	$306K	Sell
2023 Q4	$275K	Buy