WEG
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World Equity Group’s LPL Financial LPLA Stock Holding History

World Equity Group’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 		$582K Buy
1,552
+723
+87% +$271K 0.16% 138
2025
Q1 		$271K Sell
829
-891
-52% -$291K 0.08% 244
2024
Q4 		$561K Buy
+1,720
New +$561K 0.12% 179