Wealth Enhancement Advisory Services
LPLA icon

Wealth Enhancement Advisory Services’s LPL Financial LPLA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.46M Buy
2025
Q1 		$2.62M Buy
2024
Q4 		$2.44M Sell
2024
Q3 		$1.8M Sell
2024
Q2 		$2.43M Buy
2024
Q1 		$2.29M Buy
2023
Q4 		$1.9M Buy
2023
Q3 		$1.97M Buy