Transcend Capital Advisors’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	$413K	Sell	1,101 -467	-30%	-$175K	0.03%	363
2025 Q1	$513K	Buy	+1,568	New	+$513K	0.04%	352
2024 Q3	–	Sell	-1,301	Closed	-$363K	–	638
2024 Q2	$363K	Buy	1,301 +478	+58%	+$134K	0.03%	429
2024 Q1	$217K	Buy	+823	New	+$217K	0.02%	484