WealthTrak Capital Management’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
$375 Sell
1
-1
-50% -$375 ﹤0.01% 720
2025
Q1
$655 Buy
2
+1
+100% +$328 ﹤0.01% 598
2024
Q4
$327 Buy
+1
New +$327 ﹤0.01% 693