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Clearstead Trust’s LPL Financial LPLA Stock Holding History

Clearstead Trust’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 		$11.6K Buy
31
+18
+138% +$6.75K ﹤0.01% 554
2025
Q1 		$4.25K Buy
+13
New +$4.25K ﹤0.01% 636