LPL Financial
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LPL Financial’s i3 Verticals IIIV Stock Holding History

LPL Financial’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$253K Buy
+9,214
New +$253K ﹤0.01% 4782
2021
Q1 		– Sell
-6,412
Closed -$213K – 4090
2020
Q4 		$213K Buy
+6,412
New +$213K ﹤0.01% 3458