LPL Financial
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LPL Financial’s Dave Inc DAVE Stock Holding History

LPL Financial’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.9M Buy
+14,542
New +$3.9M ﹤0.01% 2502
2025
Q1 		– Sell
-5,685
Closed -$494K – 5251
2024
Q4 		$494K Buy
+5,685
New +$494K ﹤0.01% 4036