Winmill & Co’s LPL Financial LPLA Stock Holding History

Winmill & Co’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	$16.3M	Hold
2025 Q2	$18.3M	Hold
2025 Q1	$16M	Hold
2024 Q4	$16M	Hold
2024 Q3	$11.4M	Buy
2024 Q2	$6.89M	Hold
2024 Q1	$6.52M	Hold
2023 Q4	$5.61M	Hold
2023 Q3	$5.86M	Buy