LPL Financial
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LPL Financial’s Climb Global Solutions CLMB Stock Holding History

LPL Financial’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$977K Buy
9,143
+24
+0.3% +$2.57K ﹤0.01% 3747
2025
Q1 		$1.01M Buy
9,119
+496
+6% +$54.9K ﹤0.01% 3520
2024
Q4 		$1.09M Buy
+8,623
New +$1.09M ﹤0.01% 3389