OPWM
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Oak Point Wealth Management’s LPL Financial LPLA Stock Holding History

Oak Point Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		$6K Hold
102
– – 0.01% 166
2017
Q4 		$6K Buy
+102
New +$6K 0.01% 166