Plan A Wealth LLC
Holdings in LPL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $44,781 | 10,637 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $67,870 | 13,002 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $36,614 | 10,706 | Shares | Sole | 2025-11-06 |