SCM
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SCS Capital Management’s LPL Financial LPLA Stock Holding History

SCS Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.06M Sell
16,161
-56,367
-78% -$21.1M 0.07% 143
2025
Q1 		$23.7M Buy
+72,528
New +$23.7M 0.3% 52