LPL Financial
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LPL Financial’s ACV Auctions ACVA Stock Holding History

LPL Financial’s Portfolio ACVA Stock Details ACVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,420
Closed -$147K – 5390
2025
Q1 		$147K Sell
10,420
-54
-0.5% -$761 ﹤0.01% 4819
2024
Q4 		$226K Buy
+10,474
New +$226K ﹤0.01% 4630