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Whipplewood Advisors’s LPL Financial LPLA Stock Holding History

Whipplewood Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$186K Buy
495
+18
+4% +$6.75K 0.1% 174
2025
Q1 		$159K Sell
477
-35
-7% -$11.7K 0.09% 182
2024
Q4 		$167K Buy
+512
New +$167K 0.1% 179