LPL Financial
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LPL Financial’s FinWise Bancorp FINW Stock Holding History

LPL Financial’s Portfolio FINW Stock Details FINW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,595
Closed -$165K – 5202
2024
Q3 		$165K Hold
10,595
– – ﹤0.01% 4677
2024
Q2 		$108K Sell
10,595
-1,500
-12% -$15.3K ﹤0.01% 4629
2024
Q1 		$122K Buy
+12,095
New +$122K ﹤0.01% 4563