KIA
LPLA icon

Knollwood Investment Advisory’s LPL Financial LPLA Stock Holding History

Knollwood Investment Advisory’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.98M Hold
5,275
– – 0.19% 121
2025
Q1 		$1.73M Hold
5,275
– – 0.19% 133
2024
Q4 		$1.72M Hold
5,275
– – 0.18% 134
2024
Q3 		$1.23M Hold
5,275
– – 0.13% 171
2024
Q2 		$1.47M Buy
+5,275
New +$1.47M 0.16% 145