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CM Wealth Advisors’s LPL Financial LPLA Stock Holding History

CM Wealth Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,967
Closed -$1.19M – 311
2023
Q1 		$1.19M Buy
+5,967
New +$1.19M 0.23% 123