LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in AEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,004,563 | 143,509 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $225,316 | 34,771 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $107,009 | 18,015 | Shares | Sole | 2025-08-12 |
| 2024-09-30 | $62,575 | 11,095 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $58,486 | 11,077 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $50,575 | 10,015 | Shares | Sole | 2024-05-10 |
| 2020-12-31 | $103,109 | 12,636 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $82,043 | 12,661 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $76,314 | 12,614 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $65,195 | 12,586 | Shares | Sole | 2020-05-14 |