LPL Financial
XAGE

LPL Financial’s Longevity Health Holdings, Inc. Common Stock XAGE Stock Holding History

LPL Financial’s Portfolio XAGE Stock Details XAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-413
Closed -$1.55K – 5713
2025
Q1 		$1.55K Hold
413
– – ﹤0.01% 5340
2024
Q4 		$3.46K Buy
+413
New +$3.92K ﹤0.01% 5270

Other funds holding XAGE

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CMU
Carnegie Mellon University Pittsburgh, Pennsylvania $64.3M AUM 35.71% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LPL Financial's XAGE Position: Q2 2025 in Review

LPL Financial sold out of Longevity Health Holdings, Inc. Common Stock (XAGE) in Q2 2025, closing a stake of 413 shares — an estimated $1.55K sold.

LPL Financial first reported a position in XAGE in Q4 2024 and held it in 2 quarters. The position peaked at $3.46K in Q4 2024. 11 funds tracked by Wall St. Rank hold XAGE as of Q2 2025.

  • LPL Financial reported no remaining Longevity Health Holdings, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 413 Longevity Health Holdings, Inc. Common Stock shares in Q2 2025, an estimated $1.55K.
  • LPL Financial first reported a position in Longevity Health Holdings, Inc. Common Stock in Q4 2024 and held it in 2 quarters.
  • LPL Financial's Longevity Health Holdings, Inc. Common Stock position peaked at $3.46K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Longevity Health Holdings, Inc. Common Stock as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.