Rialto Wealth Management’s LPL Financial LPLA Stock Holding History

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% 808
2025
Q1
$655 Buy
+2
New +$655 ﹤0.01% 725