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Trek Financial’s LPL Financial LPLA Stock Holding History

Trek Financial’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,748
Closed -$286K – 232
2020
Q4 		$286K Buy
+2,748
New +$286K 0.04% 136