ENVESTNET ASSET MANAGEMENT INC
Holdings in LPLA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $126,059,579 | 352,940 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $132,196,034 | 397,355 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $154,741,869 | 412,678 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $125,779,441 | 384,482 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $109,029,525 | 333,924 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $73,666,942 | 316,670 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $91,879,365 | 328,963 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $86,486,398 | 327,352 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $69,823,573 | 306,755 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $80,254,167 | 337,699 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $59,851,521 | 275,268 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $102,322,915 | 505,548 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $54,708,952 | 253,083 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $58,988,944 | 269,997 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $42,632,036 | 231,093 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $27,038,466 | 148,010 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $20,832,991 | 130,133 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $19,388,703 | 123,684 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $16,072,473 | 119,073 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $15,571,069 | 109,532 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $2,585,489 | 24,808 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $1,897,429 | 24,748 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $1,838,793 | 23,454 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $3,713,486 | 68,225 | Shares | Sole | 2020-04-23 |