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VestGen Advisors’s LPL Financial LPLA Stock Holding History

VestGen 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
2025
Q2 		$2.07M Buy
5,519
+335
+6% +$126K 0.08% 216
2025
Q1 		$1.7M Buy
+5,184
New +$1.7M 0.08% 228