FCP
LPLA icon

Fidelis Capital Partners’s LPL Financial LPLA Stock Holding History

Fidelis Capital Partners’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 		$340K Buy
897
+102
+13% +$38.6K 0.03% 326
2025
Q1 		$250K Buy
795
+119
+18% +$37.4K 0.03% 361
2024
Q4 		$246K Buy
+676
New +$246K 0.02% 372