LPL Financial
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LPL Financial’s AlTi Global ALTI Stock Holding History

LPL Financial’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-24,500
Closed -$128K – 5162
2024
Q2 		$128K Buy
+24,500
New +$118K ﹤0.01% 4687

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's ALTI Position: Q3 2024 in Review

LPL Financial sold out of AlTi Global (ALTI) in Q3 2024, closing a stake of 24,500 shares — an estimated $128K sold.

LPL Financial first reported a position in ALTI in Q2 2024 and held it in 1 quarter. The position peaked at $128K in Q2 2024. 53 funds tracked by Wall St. Rank hold ALTI as of Q3 2024.

  • LPL Financial reported no remaining AlTi Global position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 24,500 AlTi Global shares in Q3 2024, an estimated $128K.
  • LPL Financial first reported a position in AlTi Global in Q2 2024 and held it in 1 quarter.
  • LPL Financial's AlTi Global position peaked at $128K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held AlTi Global as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.