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Wakefield Asset Management’s LPL Financial LPLA Stock Holding History

Wakefield Asset Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,064
Closed -$2.39M – 188
2022
Q4 		$2.39M Buy
+11,064
New +$2.39M 1.01% 40