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Perennial Investment Advisors’s LPL Financial LPLA Stock Holding History

Perennial Investment Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$302K Buy
804
+31
+4% +$11.6K 0.03% 341
2025
Q1 		$253K Hold
773
– – 0.03% 351
2024
Q4 		$253K Buy
+773
New +$253K 0.03% 336