Everpar Advisors’s LPL Financial LPLA Stock Holding History

Everpar 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 Q3	$681K	Sell
2025 Q2	$825K	Sell
2025 Q1	$724K	Sell
2024 Q4	$794K	Buy
2024 Q3	$565K	Sell
2024 Q2	$764K	Buy
2024 Q1	$686K	Sell
2023 Q4	$1.06M	Buy