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O'Brien Wealth Partners’s LPL Financial LPLA Stock Holding History

O'Brien Wealth Partners’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$212K Buy
+566
New +$212K 0.03% 50
2018
Q4 		– Sell
-400
Closed -$26K – 145
2018
Q3 		$26K Hold
400
– – 0.02% 91
2018
Q2 		$26K Hold
400
– – 0.02% 48
2018
Q1 		$24K Buy
+400
New +$24K 0.02% 81