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OneAscent Wealth Management’s LPL Financial LPLA Stock Holding History

OneAscent Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,073
Closed -$244K – 188
2023
Q4 		$244K Hold
1,073
– – 0.1% 147
2023
Q3 		$255K Buy
+1,073
New +$255K 0.11% 131