Transform Wealth’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-36,141	Closed	-$10.1M	–	229
2024 Q2	$10.1M	Buy	36,141 +4,337	+14%	+$1.21M	0.76%	35
2024 Q1	$8.4M	Buy	+31,804	New	+$8.4M	0.8%	45