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Meridian Wealth Partners’s LPL Financial LPLA Stock Holding History

Meridian Wealth Partners’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4
Closed -$1K – 749
2021
Q1 		$1K Buy
+4
New +$510 ﹤0.01% 1192

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SC
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EAM
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Meridian Wealth Partners's LPLA Position: Q2 2021 in Review

Meridian Wealth Partners sold out of LPL Financial (LPLA) in Q2 2021, closing a stake of 4 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in LPLA in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 417 funds tracked by Wall St. Rank hold LPLA as of Q2 2021.

  • Meridian Wealth Partners reported no remaining LPL Financial position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 4 LPL Financial shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in LPL Financial in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's LPL Financial position peaked at $1K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held LPL Financial as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.