Wealth Preservation Advisors’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
$4.88K Buy
13
+2
+18% +$750 ﹤0.01% 366
2025
Q1
$3.6K Buy
+11
New +$3.6K ﹤0.01% 418