Schechter Investment Advisors’s LPL Financial LPLA Stock Holding History

Schechter Investment Advisors’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 Q1	$706K	Sell
2024 Q4	$901K	Buy
2024 Q3	$257K	Sell
2024 Q2	$337K	Buy
2024 Q1	$274K	Buy