SIA
LPLA icon

Summit Investment Advisors’s LPL Financial LPLA Stock Holding History

Summit Investment Advisors’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 		$424K Hold
1,147
– – 0.35% 43
2025
Q1 		$380K Hold
1,147
– – 0.34% 43
2024
Q4 		$427K Buy
+1,147
New +$427K 0.38% 37