LPL Financial’s BioVie BIVI Stock Holding History

LPL Financial’s Portfolio BIVI Stock Details BIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-119	Closed	-$4.77K	–	5181
2024 Q2	$4.77K	Buy	119 +18	+18%	+$862	﹤0.01%	5000
2024 Q1	$5.34K	Buy	+101	New	+$10.4K	﹤0.01%	4901
2022 Q4	–	Sell	-100	Closed	-$25K	–	4461
2022 Q3	$25K	Buy	+100	New	+$23.8K	﹤0.01%	4301

Other funds holding BIVI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ZIG

Zullo Investment Group Scranton, Pennsylvania $264M AUM 26.77% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UCMOK

United Capital Management of KS Salina, Kansas $660M AUM 50.85% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

LPL Financial's BIVI Position: Q3 2024 in Review

LPL Financial sold out of BioVie (BIVI) in Q3 2024, closing a stake of 119 shares — an estimated $4.77K sold.

LPL Financial first reported a position in BIVI in Q3 2022 and held it in 3 quarters. The position peaked at $25K in Q3 2022. 25 funds tracked by Wall St. Rank hold BIVI as of Q3 2024.

LPL Financial reported no remaining BioVie position as of Q3 2024 after selling out during the quarter.
LPL Financial sold 119 BioVie shares in Q3 2024, an estimated $4.77K.
LPL Financial first reported a position in BioVie in Q3 2022 and held it in 3 quarters.
LPL Financial's BioVie position peaked at $25K in Q3 2022.
25 funds tracked by Wall St. Rank held BioVie as of Q3 2024.

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