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Winnow Wealth’s LPL Financial LPLA Stock Holding History

Winnow Wealth’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 		– Sell
-3
Closed -$709 – 464
2025
Q1 		$709 Buy
3
+1
+50% +$236 ﹤0.01% 437
2024
Q4 		$474 Buy
+2
New +$474 ﹤0.01% 443