PJWM
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Philip James Wealth Mangement’s LPL Financial LPLA Stock Holding History

Philip James Wealth Mangement’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 		$288K Sell
768
-3
-0.4% -$1.13K 0.04% 141
2025
Q1 		$252K Buy
+771
New +$252K 0.03% 145