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Principia Wealth Advisory’s LPL Financial LPLA Stock Holding History

Principia Wealth Advisory’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 		$1.13K Buy
3
+1
+50% +$375 ﹤0.01% 528
2025
Q1 		$638 Hold
2
– – ﹤0.01% 510
2024
Q4 		$653 Buy
+2
New +$653 ﹤0.01% 469