LPL Financial
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LPL Financial’s Vivos Therapeutics VVOS Stock Holding History

LPL Financial’s Portfolio VVOS Stock Details VVOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,419
Closed -$6.82K – 4910
2023
Q3 		$6.82K Hold
1,419
– – ﹤0.01% 4663
2023
Q2 		$18.1K Buy
+1,419
New +$13.9K ﹤0.01% 4526

Other funds holding VVOS

SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

LPL Financial's VVOS Position: Q4 2023 in Review

LPL Financial sold out of Vivos Therapeutics (VVOS) in Q4 2023, closing a stake of 1,419 shares — an estimated $6.82K sold.

LPL Financial first reported a position in VVOS in Q2 2023 and held it in 2 quarters. The position peaked at $18.1K in Q2 2023. 18 funds tracked by Wall St. Rank hold VVOS as of Q4 2023.

  • LPL Financial reported no remaining Vivos Therapeutics position as of Q4 2023 after selling out during the quarter.
  • LPL Financial sold 1,419 Vivos Therapeutics shares in Q4 2023, an estimated $6.82K.
  • LPL Financial first reported a position in Vivos Therapeutics in Q2 2023 and held it in 2 quarters.
  • LPL Financial's Vivos Therapeutics position peaked at $18.1K in Q2 2023.
  • 18 funds tracked by Wall St. Rank held Vivos Therapeutics as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.