LPL Financial
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LPL Financial’s MediaAlpha MAX Stock Holding History

LPL Financial’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,482
Closed -$134K – 5462
2025
Q1 		$134K Buy
14,482
+4,360
+43% +$40.3K ﹤0.01% 4850
2024
Q4 		$114K Buy
+10,122
New +$114K ﹤0.01% 4842