Integrated Wealth Concepts’s LPL Financial LPLA Stock Holding History

Integrated Wealth Concepts’s Portfolio LPLA Stock Details LPLA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$268K	Sell
2025 Q2	$1.07M	Sell
2025 Q1	$1.26M	Buy
2024 Q4	$1.24M	Sell
2024 Q3	$956K	Buy
2024 Q2	$1.14M	Buy
2024 Q1	$892K	Buy
2023 Q4	$743K	Sell
2023 Q3	$815K	Buy
2023 Q2	$671K	Buy