IIM
INTECH Investment Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
4,133
-230
| -5% | -$86.2K | 0.01% | 931 |
|
|
2025
Q1 | $1.43M | Sell |
4,363
-2,450
| -36% | -$801K | 0.01% | 973 |
|
|
2024
Q4 | $2.22M | Sell |
6,813
-85,186
| -93% | -$27.8M | 0.02% | 651 |
|
|
2024
Q3 | $21.4M | Buy |
91,999
+66,932
| +267% | +$15.6M | 0.24% | 74 |
|
|
2024
Q2 | $7M | Sell |
25,067
-16,783
| -40% | -$4.69M | 0.09% | 207 |
|
|
2024
Q1 | $11.1M | Buy |
41,850
+11,703
| +39% | +$3.09M | 0.16% | 126 |
|
|
2023
Q4 | $6.86M | Sell |
30,147
-2,641
| -8% | -$601K | 0.1% | 204 |
|
|
2023
Q3 | $7.79M | Buy |
32,788
+10,119
| +45% | +$2.4M | 0.11% | 194 |
|
|
2023
Q2 | $4.93M | Buy |
22,669
+926
| +4% | +$201K | 0.05% | 277 |
|
|
2023
Q1 | $4.4M | Sell |
21,743
-4,393
| -17% | -$889K | 0.04% | 386 |
|
|
2022
Q4 | $5.65M | Sell |
26,136
-3,135
| -11% | -$678K | 0.04% | 364 |
|
|
2022
Q3 | $6.4M | Buy |
29,271
+25,520
| +680% | +$5.58M | 0.05% | 332 |
|
|
2022
Q2 | $692K | Buy |
+3,751
| New | +$692K | ﹤0.01% | 575 |
|