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Turtle Creek Wealth Advisors’s LPL Financial LPLA Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-52
Closed -$11.8K – 543
2023
Q4 		$11.8K Buy
+52
New +$11.8K ﹤0.01% 525