Sutton Wealth Advisors Inc.

SEC CIK: 0001999828
Latest filing: Nov 8, 2023

SEC filings (opens in a new tab)

LPLA holding history

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

LPLA overview All 13F holders of LPLA Full Q3 2023 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of LPLA by Sutton Wealth Advisors Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−5−100.0%	Sold out	Holders
Q1 2023	5	$1.01K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	5	$1.08K	<0.1%	+5	New	Holders