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Everence Capital Management’s LPL Financial LPLA Stock Holding History

Everence Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$990K Hold
2,640
– – 0.06% 230
2025
Q1 		$864K Buy
2,640
+1,030
+64% +$337K 0.06% 257
2024
Q4 		$526K Buy
+1,610
New +$526K 0.03% 349