LPL Financial
MGMT icon

LPL Financial’s Ballast Small/Mid Cap ETF MGMT Stock Holding History

LPL Financial’s Portfolio MGMT Stock Details MGMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$342K Sell
8,663
-1,684
-16% -$66.5K ﹤0.01% 4587
2025
Q1 		$399K Buy
+10,347
New +$399K ﹤0.01% 4287