Vise Technologies’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	$795K	Buy	+2,121	New	+$795K	0.03%	496
2024 Q4	$342K	Buy	+1,047	New	+$342K	0.03%	546