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WPG Advisers’s LPL Financial LPLA Stock Holding History

WPG Advisers’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$182K Sell
486
-24
-5% -$9K 0.15% 93
2025
Q1 		$167K Sell
510
-47
-8% -$15.4K 0.16% 99
2024
Q4 		$182K Buy
+557
New +$182K 0.17% 108