GFWA
LPLA icon

Grey Fox Wealth Advisors’s LPL Financial LPLA Stock Holding History

Grey Fox Wealth Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-17
Closed -$3.45K – 336
2023
Q1 		$3.45K Hold
17
– – ﹤0.01% 377
2022
Q4 		$3.68K Buy
+17
New +$3.68K ﹤0.01% 328