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Regent Peak Wealth Advisors’s LPL Financial LPLA Stock Holding History

Regent Peak Wealth Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7
Closed -$1K – 612
2020
Q4 		$1K Buy
+7
New +$1K ﹤0.01% 949