NWAG
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Net Worth Advisory Group’s LPL Financial LPLA Stock Holding History

Net Worth Advisory Group’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$312K Sell
833
-520
-38% -$195K 0.07% 293
2025
Q1 		$442K Buy
1,353
+320
+31% +$105K 0.14% 175
2024
Q4 		$337K Buy
1,033
+4
+0.4% +$1.31K 0.1% 223
2024
Q3 		$240K Buy
+1,029
New +$240K 0.07% 330