INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1818604
ORLANDO, FL
Position in LPLA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$278,018
-$34,243 QoQ
Shares Held
987
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#75
of 141 holders
Holding Since
Jun 2024
5 quarters on record
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $54,063,435 across 23 Capital Markets names. LPLA ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
238,740 | $49,906,209 | |
| 2 | SCHW |
Schwab Charles Corp
|
10,199 | $941,061 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
8,116 | $706,416 | |
| 4 | IREN |
IREN Ltd
|
15,304 | $699,851 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
4,706 | $471,917 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
5,501 | $344,527 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
987 | $278,018 | |
| 8 | HIVE |
HIVE Digital Technologies Ltd.
|
60,500 | $220,220 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,018 | 987 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $312,261 | 1,038 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $507,181 | 1,420 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $21,592,483 | 92,819 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $223,160 | 799 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||