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J.W. Coons Advisors’s LPL Financial LPLA Stock Holding History

J.W. Coons Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-770
Closed -$203K – 245
2024
Q1 		$203K Buy
+770
New +$203K 0.05% 236