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WP Advisors’s LPL Financial LPLA Stock Holding History

WP Advisors’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 		$241K Sell
642
-39
-6% -$14.6K 0.07% 108
2025
Q1 		$223K Buy
+681
New +$223K 0.07% 105