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Cherry Tree Wealth Management’s LPL Financial LPLA Stock Holding History

Cherry Tree Wealth Management’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
Q4 		– Sell
-5
Closed -$1.66K – 621
2025
Q3 		$1.66K Hold
5
– – ﹤0.01% 523
2025
Q2 		$1.88K Hold
5
– – ﹤0.01% 533
2025
Q1 		$1.64K Hold
5
– – ﹤0.01% 647
2024
Q4 		$1.63K Hold
5
– – ﹤0.01% 548
2024
Q3 		$1.16K Hold
5
– – ﹤0.01% 559
2024
Q2 		$1.4K Hold
5
– – ﹤0.01% 530
2024
Q1 		$1.32K Hold
5
– – ﹤0.01% 530
2023
Q4 		$1.14K Hold
5
– – ﹤0.01% 536
2023
Q3 		$1.19K Hold
5
– – ﹤0.01% 523
2023
Q2 		$1.09K Buy
+5
New +$1K ﹤0.01% 535

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