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Private Wealth Asset Management’s LPL Financial LPLA Stock Holding History

Private Wealth Asset Management’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 		$50.6K Sell
135
-2
-1% -$750 0.01% 398
2025
Q1 		$44.8K Buy
+137
New +$44.8K 0.01% 407