One Wealth Advisors’s LPL Financial LPLA Stock Holding History

One Wealth Advisors’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 Q3	$311K	Sell
2025 Q2	$352K	Buy
2025 Q1	$299K	Sell
2024 Q4	$331K	Buy
2022 Q2	–	Sell
2022 Q1	$303K	Buy
2021 Q4	$265K	Buy
2021 Q3	$243K	Buy