LPL Financial’s Stratum Holdings Corp. Common Stock SRTM Stock Holding History

LPL Financial’s Portfolio SRTM Stock Details SRTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3	Closed	-$19.6K	–	5907
2025 Q2	$19.6K	Buy	+3	New	+$21K	﹤0.01%	5476

Other funds holding SRTM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial's SRTM Position: Q3 2025 in Review

LPL Financial sold out of Stratum Holdings Corp. Common Stock (SRTM) in Q3 2025, closing a stake of 3 shares — an estimated $19.6K sold.

LPL Financial first reported a position in SRTM in Q2 2025 and held it in 1 quarter. The position peaked at $19.6K in Q2 2025. 2 funds tracked by Wall St. Rank hold SRTM as of Q3 2025.

LPL Financial reported no remaining Stratum Holdings Corp. Common Stock position as of Q3 2025 after selling out during the quarter.
LPL Financial sold 3 Stratum Holdings Corp. Common Stock shares in Q3 2025, an estimated $19.6K.
LPL Financial first reported a position in Stratum Holdings Corp. Common Stock in Q2 2025 and held it in 1 quarter.
LPL Financial's Stratum Holdings Corp. Common Stock position peaked at $19.6K in Q2 2025.
2 funds tracked by Wall St. Rank held Stratum Holdings Corp. Common Stock as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.