True Wealth Design’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	$4.5K	Buy	12 +3	+33%	+$1.13K	﹤0.01%	850
2025 Q1	$2.95K	Buy	9 +7	+350%	+$2.29K	﹤0.01%	869
2024 Q4	$654	Buy	+2	New	+$654	﹤0.01%	1047