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HHM Wealth Advisors’s LPL Financial LPLA Stock Holding History

HHM Wealth Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$328 – 909
2025
Q1 		$328 Hold
1
– – ﹤0.01% 888
2024
Q4 		$327 Buy
+1
New +$327 ﹤0.01% 945
2022
Q3 		– Sell
-32
Closed -$6K – 749
2022
Q2 		$6K Buy
+32
New +$6K ﹤0.01% 618