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Generali Asset Management’s LPL Financial LPLA Stock Holding History

Generali Asset Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.23M Buy
+5,955
New +$2.23M 0.05% 282
2025
Q1 		– Sell
-3,159
Closed -$1.03M – 507
2024
Q4 		$1.03M Buy
+3,159
New +$1.03M 0.03% 362