Holdings in LPLA
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$39,884,102 |
111,667 |
-89.9%
|
Shares |
Defined |
2026-01-30 |
| 2025-09-30 |
$367,605,815 |
1,104,950 |
-21.2%
|
Shares |
Defined |
2025-10-30 |
| 2025-06-30 |
$525,989,166 |
1,402,750 |
+46.2%
|
Shares |
Defined |
2025-08-01 |
| 2025-03-31 |
$313,848,628 |
959,371 |
+786.2%
|
Shares |
Defined |
2025-05-05 |
| 2024-12-31 |
$35,346,666 |
108,256 |
+14.1%
|
Shares |
Defined |
2025-01-24 |
| 2024-09-30 |
$22,064,955 |
94,850 |
+46.0%
|
Shares |
Defined |
2024-11-08 |
| 2024-06-30 |
$18,141,931 |
64,955 |
—
|
Shares |
Defined |
2024-08-05 |
