Financial Management Professionals’s LPL Financial LPLA Stock Holding History

Financial Management Professionals’s Portfolio LPLA Stock Details LPLA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$165K	Buy
2023 Q1	–	Sell
2022 Q4	$110K	Buy
2022 Q3	$97K	Buy
2019 Q3	–	Sell
2019 Q2	$13K	Buy