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OV Management’s LPL Financial LPLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
2,777
-4,223
-60% -$1.58M 0.87% 21
2025
Q1
$2.29M Buy
+7,000
New +$2.29M 1.07% 35