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Quantum Financial Advisors’s LPL Financial LPLA Stock Holding History

Quantum Financial Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$238K Hold
636
– – 0.03% 159
2025
Q1 		$208K Hold
636
– – 0.03% 171
2024
Q4 		$208K Buy
+636
New +$208K 0.03% 177