LPL Financial
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LPL Financial’s Forge Global Holdings FRGE Stock Holding History

LPL Financial’s Portfolio FRGE Stock Details FRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-867
Closed -$7.31K – 5433
2025
Q1 		$7.31K Hold
867
– – ﹤0.01% 5189
2024
Q4 		$12.1K Buy
+867
New +$12.1K ﹤0.01% 5116