Peak Financial Advisors’s LPL Financial LPLA Stock Holding History

Peak Financial Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.78M	Buy
2025 Q3	$640K	Buy
2025 Q2	$462K	Buy