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Waddell & Associates’s LPL Financial LPLA Stock Holding History

Waddell & Associates’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 		$280K Hold
746
– – 0.03% 180
2025
Q1 		$244K Hold
746
– – 0.03% 143
2024
Q4 		$244K Buy
+746
New +$244K 0.02% 137
2024
Q3 		– Sell
-746
Closed -$208K – 152
2024
Q2 		$208K Buy
+746
New +$208K 0.03% 133