Heritage Family Offices’s LPL Financial LPLA Stock Holding History

Heritage Family Offices’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 Q3	$705K	Sell
2025 Q2	$764K	Hold
2025 Q1	$742K	Buy
2024 Q4	$571K	Buy
2024 Q3	$402K	Buy
2024 Q2	$478K	Buy