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

Private Wealth Management Group’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 Q3	$16.3K	Hold
2025 Q2	$18.4K	Hold
2025 Q1	$16K	Hold
2024 Q4	$16K	Hold
2024 Q3	$11.4K	Sell
2024 Q2	$15.1K	Buy
2024 Q1	$6.08K	Hold
2023 Q4	$5.24K	Buy