LPL Financial LLC
Holdings in FINW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $227,030 | 12,655 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $264,770 | 13,655 | Shares | Sole | 2025-11-12 |
| 2024-09-30 | $165,282 | 10,595 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $108,174 | 10,595 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $121,554 | 12,095 | Shares | Sole | 2024-05-10 |