CPA
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Compass Planning Associates’s LPL Financial LPLA Stock Holding History

Compass Planning Associates’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 		$7.91K Hold
21
– – 0.01% 101
2025
Q1 		$6.9K Hold
21
– – 0.01% 106
2024
Q4 		$6.89K Buy
+21
New +$6.89K 0.01% 107