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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$850K Hold
2,266
– – 0.11% 102
2025
Q1 		$741K Hold
2,266
– – 0.11% 101
2024
Q4 		$740K Hold
2,266
– – 0.1% 97
2024
Q3 		$527K Buy
+2,266
New +$527K 0.08% 107