LPL Financial
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LPL Financial’s Heartbeam BEAT Stock Holding History

LPL Financial’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20K Sell
16,000
-8,132
-34% -$10.2K ﹤0.01% 5315
2025
Q1 		$48.5K Buy
24,132
+2,400
+11% +$4.82K ﹤0.01% 5025
2024
Q4 		$50K Buy
+21,732
New +$50K ﹤0.01% 4977