Greenline Partners’s LPL Financial LPLA Stock Holding History

Greenline Partners’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$850K	Hold
2025 Q1	$741K	Hold
2024 Q4	$740K	Hold
2024 Q3	$527K	Buy