Cresset Asset Management’s LPL Financial LPLA Stock Holding History

Cresset Asset 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 Q2	$803K	Buy
2025 Q1	$263K	Buy
2024 Q4	$240K	Sell
2024 Q3	$973K	Sell
2024 Q2	$1.33M	Buy
2024 Q1	$1.15M	Buy
2023 Q4	$955K	Sell
2023 Q3	$1.06M	Buy
2023 Q2	$876K	Buy