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Crestone Asset Management’s LPL Financial LPLA Stock Holding History

Crestone Asset Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,800
Closed -$298K – 65
2020
Q2 		$298K Buy
+3,800
New +$298K 0.1% 53