Valley National Advisers’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-37	Closed	-$10K	–	971
2024 Q2	$10K	Buy	37 +1	+3%	+$270	﹤0.01%	615
2024 Q1	$9K	Buy	36 +1	+3%	+$250	﹤0.01%	667
2023 Q4	$7K	Buy	+35	New	+$7K	﹤0.01%	734