Okabena Investment Services’s LPL Financial LPLA Stock Holding History

Okabena Investment Services’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
2025 Q2	$575K	Sell
2025 Q1	$569K	Buy
2024 Q4	$513K	Buy