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Gilbert & Cook’s LPL Financial LPLA Stock Holding History

Gilbert & Cook’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 		$410K Buy
1,094
+303
+38% +$114K 0.06% 160
2025
Q1 		$259K Buy
+791
New +$259K 0.04% 180