TWP
LPLA icon

Triad Wealth Partners’s LPL Financial LPLA Stock Holding History

Triad Wealth Partners’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8
Closed -$2.23K – 535
2024
Q2 		$2.23K Buy
+8
New +$2.23K ﹤0.01% 741