LPL Financial

LPL Financial’s Ethan Allen Interiors ETD Stock Holding History

LPL Financial’s Portfolio ETD Stock Details ETD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$433K	Sell	19,469 -958	-5%	-$22.3K	﹤0.01%	4898
2025 Q4	$467K	Sell	20,427 -2,801	-12%	-$69.9K	﹤0.01%	4775
2025 Q3	$684K	Buy	23,228 +2,097	+10%	+$61.9K	﹤0.01%	4366
2025 Q2	$589K	Buy	21,131 +7,658	+57%	+$207K	﹤0.01%	4245
2025 Q1	$373K	Sell	13,473 -21,964	-62%	-$625K	﹤0.01%	4418
2024 Q4	$996K	Sell	35,437 -2,075	-6%	-$61.5K	﹤0.01%	3492
2024 Q3	$1.2M	Sell	37,512 -6,942	-16%	-$210K	﹤0.01%	3218
2024 Q2	$1.24M	Buy	44,454 +4,405	+11%	+$131K	﹤0.01%	3052
2024 Q1	$1.38M	Buy	40,049 +1,464	+4%	+$45.8K	﹤0.01%	2898
2023 Q4	$1.23M	Buy	38,585 +18,049	+88%	+$518K	﹤0.01%	2873
2023 Q3	$614K	Buy	20,536 +2,957	+17%	+$91.5K	﹤0.01%	3305
2023 Q2	$497K	Buy	17,579 +1,472	+9%	+$40K	﹤0.01%	3454
2023 Q1	$442K	Buy	16,107 +4,289	+36%	+$122K	﹤0.01%	3436
2022 Q4	$312K	Buy	+11,818	New	+$305K	﹤0.01%	3619
2022 Q2	–	Sell	-10,613	Closed	-$277K	–	4456
2022 Q1	$277K	Buy	+10,613	New	+$273K	﹤0.01%	3623

Other funds holding ETD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return