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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,278 positions · $113,265,928,518 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in ATOM

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Shares Held

Position Value (USD)

10 quarters on record
Report Date Value (USD) Shares
2026-03-31 $70,999 18,635
2025-06-30 $119,352 23,681
2025-03-31 $93,924 23,481
2024-12-31 $279,339 24,081
2024-09-30 $83,847 31,881
2024-06-30 $130,534 34,261
2024-03-31 $234,763 38,111
2023-12-31 $319,354 45,557
2023-09-30 $279,890 44,711
2023-06-30 $95,593 10,900