EP Wealth Advisors’s LPL Financial LPLA Stock Holding History

EP 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
2025 Q2	$351K	Sell
2025 Q1	$328K	Buy
2024 Q4	$323K	Sell
2024 Q3	$272K	Buy
2024 Q2	$227K	Buy
2022 Q3	–	Sell
2022 Q2	$221K	Buy