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Dixon Hughes Goodman Wealth Advisors’s LPL Financial LPLA Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$8K Buy
45
+1
+2% +$174 ﹤0.01% 547
2021
Q4 		$7K Buy
+44
New +$7.26K ﹤0.01% 504

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BlackRock
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Kayne Anderson Rudnick Investment Management
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Invesco
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Fidelity Investments
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SC
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CCP
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EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return