LPL Financial

LPL Financial’s Vivani Medical VANI Stock Holding History

LPL Financial’s Portfolio VANI Stock Details VANI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-45,895	Closed	-$45.9K	–	4693
2023 Q1	$45.9K	Buy	45,895 +33	+0.1%	+$37	﹤0.01%	4311
2022 Q4	$39K	Sell	45,862 -6,666	-13%	-$10.9K	﹤0.01%	4304
2022 Q3	$120K	Buy	52,528 +45,275	+624%	+$215K	﹤0.01%	4072
2022 Q2	$44K	Buy	7,253 +20	+0.3%	+$108	﹤0.01%	4252
2022 Q1	$31K	Buy	7,233 +334	+5%	+$1.4K	﹤0.01%	4097
2021 Q4	$34K	Buy	6,899 +3,323	+93%	+$24.3K	﹤0.01%	4261
2021 Q3	$34K	Sell	3,576 -541	-13%	-$6.09K	﹤0.01%	4257
2021 Q2	$61K	Buy	+4,117	New	+$79.6K	﹤0.01%	4121
2020 Q1	–	Sell	-885	Closed	-$16K	–	3430
2019 Q4	$16K	Sell	885 -6	-0.7%	-$118	﹤0.01%	3319
2019 Q3	$18K	Hold	891	–	–	﹤0.01%	3261
2019 Q2	$17K	Buy	+891	New	+$18.3K	﹤0.01%	3257
2016 Q2	–	Sell	-463	Closed	-$56K	–	2986
2016 Q1	$56K	Sell	463 -33	-7%	-$3.8K	﹤0.01%	2994
2015 Q4	$67K	Buy	+496	New	+$72.6K	﹤0.01%	3025

Other funds holding VANI

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Monetary Management Group St Louis, Missouri $419M AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Geode Capital Management

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

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return