FDW
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Fourth Dimension Wealth’s LPL Financial LPLA Stock Holding History

Fourth Dimension Wealth’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 		$17.5K Sell
47
-76
-62% -$28.3K 0.01% 346
2025
Q1 		$40.1K Hold
123
– – 0.02% 242
2024
Q4 		$40K Buy
+123
New +$40K 0.02% 249