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Tennessee Valley Asset Management Partners’s LPL Financial LPLA Stock Holding History

Tennessee Valley Asset Management Partners’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
2024
Q1 		– Sell
-322
Closed -$73.4K – 464
2023
Q4 		$73.4K Buy
+322
New +$72.4K 0.01% 198

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Tennessee Valley Asset Management Partners's LPLA Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 322 shares — an estimated $73.4K sold.

Tennessee Valley Asset Management Partners first reported a position in LPLA in Q4 2023 and held it in 1 quarter. The position peaked at $73.4K in Q4 2023. 649 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 322 LPL Financial shares in Q1 2024, an estimated $73.4K.
  • Tennessee Valley Asset Management Partners first reported a position in LPL Financial in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's LPL Financial position peaked at $73.4K in Q4 2023.
  • 649 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.