True Wealth Design’s LPL Financial LPLA Stock Holding History

True Wealth Design’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.66K	Sell
2025 Q2	$4.5K	Buy
2025 Q1	$2.94K	Buy
2024 Q4	$654	Buy