Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s LPL Financial LPLA Stock Holding History

Envestnet Portfolio Solutions’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 		$3.04M Sell
2025
Q1 		$2.69M Sell
2024
Q4 		$3.85M Sell
2024
Q3 		$2.89M Sell
2024
Q2 		$4.05M Sell
2024
Q1 		$4.08M Sell
2023
Q4 		$3.56M Sell
2023
Q3 		$4.59M Buy