LPL Financial’s Intellinetics INLX Stock Holding History

LPL Financial’s Portfolio INLX Stock Details INLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,000	Closed	-$76.8K	–	5235
2024 Q2	$76.8K	Buy	+12,000	New	+$83.9K	﹤0.01%	4781

Other funds holding INLX

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TRCT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's INLX Position: Q3 2024 in Review

LPL Financial sold out of Intellinetics (INLX) in Q3 2024, closing a stake of 12,000 shares — an estimated $76.8K sold.

LPL Financial first reported a position in INLX in Q2 2024 and held it in 1 quarter. The position peaked at $76.8K in Q2 2024. 10 funds tracked by Wall St. Rank hold INLX as of Q3 2024.

LPL Financial reported no remaining Intellinetics position as of Q3 2024 after selling out during the quarter.
LPL Financial sold 12,000 Intellinetics shares in Q3 2024, an estimated $76.8K.
LPL Financial first reported a position in Intellinetics in Q2 2024 and held it in 1 quarter.
LPL Financial's Intellinetics position peaked at $76.8K in Q2 2024.
10 funds tracked by Wall St. Rank held Intellinetics as of Q3 2024.

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