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Kolinsky Wealth Management, LLC

SEC CIK
0001904326
Latest filing
Feb 18, 2025

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Kolinsky Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overviewAll 13F holders of LPLAFull Q4 2024 holdings

Shares (Q4 2024)
650
Value
$212.2K
% of portfolio
0.1%
Quarters held
2
Since Q2 2024
Holdings of LPLA by Kolinsky Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2024650$212.2K0.1%+650NewHolders
Q3 20240$00.0%−791−100.0%Sold outHolders
Q2 2024791$220.9K0.2%+791NewHolders