WealthPLAN Partners’s LPL Financial LPLA Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell
2025 Q2	$217K	Buy
2023 Q3	–	Sell
2023 Q2	$124K	Buy
2023 Q1	$116K	Buy
2016 Q3	$20K	Sell
2016 Q2	$14.9K	Buy
2015 Q4	$6.01K	Buy
2015 Q2	$14K	Buy
2015 Q1	$6K	Buy