WSFS
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Wilmington Savings Fund Society’s LPL Financial LPLA Stock Holding History

Wilmington Savings Fund Society’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 		$907K Buy
2,418
+602
+33% +$226K 0.02% 456
2025
Q1 		$594K Buy
1,816
+1,352
+291% +$442K 0.01% 538
2024
Q4 		$152K Sell
464
-319
-41% -$104K ﹤0.01% 921
2024
Q3 		$182K Buy
+783
New +$182K ﹤0.01% 851