Wealthspire Advisors (New York)’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	$294K	Sell	785 -6	-0.8%	-$2.25K	﹤0.01%	672
2025 Q1	$259K	Buy	+791	New	+$259K	﹤0.01%	677