LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in PTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,388,157 | 71,888 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,030,439 | 50,487 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,023,600 | 51,697 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,021,630 | 52,553 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $892,807 | 46,452 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $775,850 | 36,875 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $558,717 | 28,147 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $455,657 | 23,236 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $738,373 | 40,998 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $779,930 | 44,644 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $845,389 | 48,502 | Shares | Sole | 2023-07-31 |