WMS Partners’s LPL Financial LPLA Stock Holding History

WMS Partners’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 Q1	–	Sell
2024 Q4	$1.63M	Buy
2024 Q3	$1.16M	Hold
2024 Q2	$1.4M	Buy