LPL Financial
PTE

LPL Financial’s PolarityTE, Inc. Common Stock PTE Stock Holding History

LPL Financial’s Portfolio PTE Stock Details PTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-289,889
Closed -$146K – 4757
2023
Q1 		$146K Buy
289,889
+680
+0.2% +$496 ﹤0.01% 4126
2022
Q4 		$189K Buy
+289,209
New +$211K ﹤0.01% 4006
2021
Q4 		– Sell
-1,892
Closed -$31K – 4507
2021
Q3 		$31K Buy
1,892
+340
+22% +$6.59K ﹤0.01% 4264
2021
Q2 		$40K Buy
1,552
+40
+3% +$1.05K ﹤0.01% 4161
2021
Q1 		$42K Buy
+1,512
New +$46.8K ﹤0.01% 4004

Other funds holding PTE

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $613M AUM 29.85% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return