LPL Financial LLC
Holdings in PAX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $920,189 | 57,910 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $867,313 | 59,405 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $256,384 | 18,235 | Shares | Sole | 2025-08-12 |
| 2024-03-31 | $238,463 | 16,069 | Shares | Sole | 2024-05-10 |