LPL Financial LLC
Holdings in CFFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $844,412 | 123,996 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $772,483 | 121,651 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $709,356 | 116,288 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $696,455 | 124,367 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $430,472 | 72,838 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $422,214 | 72,297 | Shares | Sole | 2024-11-08 |