Pinnacle Wealth Planning Services’s LPL Financial LPLA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$525K	Buy
2025 Q1	$457K	Buy
2024 Q4	$450K	Buy
2021 Q1	–	Sell
2020 Q4	$9K	Buy