WoodTrust Financial’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$263K	Hold	702	–	–	0.03%	134
2025 Q1	$230K	Hold	702	–	–	0.03%	154
2024 Q4	$229K	Buy	+702	New	+$229K	0.03%	164