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Levy Wealth Management Group’s LPL Financial LPLA Stock Holding History

Levy Wealth Management Group’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,042
Closed -$225K – 108
2022
Q4 		$225K Buy
+1,042
New +$225K 0.08% 86