Global Wealth Strategies & Associates’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$14.4K Hold
2024
Q4
$14.4K Hold
2024
Q3
$10.2K Hold
2024
Q2
$12.3K Hold
2024
Q1
$11.6K Hold
2023
Q4
$10K Hold
2023
Q3
$10.5K Buy