Universal-Beteiligungs- und Servicegesellschaft’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
$8.48M Buy
22,619
+621
+3% +$233K 0.02% 621
2025
Q1
$7.2M Buy
21,998
+1,106
+5% +$362K 0.01% 669
2024
Q4
$6.82M Buy
+20,892
New +$6.82M 0.01% 631