Wealth High Governance Capital’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-50,000
Closed -$11.6M 61
2024
Q3
$11.6M Buy
+50,000
New +$11.6M 4.08% 6