LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in UDN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $187,963 | 10,305 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,026,292 | 54,532 | Shares | Sole | 2025-11-12 |
| 2024-09-30 | $6,683,300 | 352,867 | Shares | Sole | 2024-11-08 |
| 2023-06-30 | $402,195 | 21,382 | Shares | Sole | 2023-07-31 |
| 2021-06-30 | $969,511 | 45,992 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,227,125 | 58,602 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $2,446,556 | 112,382 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $1,774,313 | 84,936 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $852,026 | 42,117 | Shares | Sole | 2020-08-13 |