Position Size ($1000s)
$75,411
| $75,401
| $60,517
| 06/30/2023 | 09/30/2023 | 12/31/2023 | Share Count
1,516,708
| 1,511,344
| 1,197,874
| 06/30/2023 | 09/30/2023 | 12/31/2023 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
ISHARES U S ETF TR (NEAR) |
1,197,874 |
$60,517 | NEAR | 1,197,874 | $60,517 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
ISHARES U S ETF TR (NEAR) |
1,511,344 |
$75,401 | NEAR | 1,511,344 | $75,401 |
|
Entity | 06/30/2023 Amount |
06/30/2023 Position Size ($ in 1000's) |
ISHARES U S ETF TR (NEAR) |
1,516,708 |
$75,411 | NEAR | 1,516,708 | $75,411 |
Top Stocks Held at 12/31/2023: IVV, SPY, VTI, QQQ, AAPL, More »
Size ($ in 1000's)
At 12/31/2023: $165,106,398 At 09/30/2023: $143,782,674 At 06/30/2023: $139,951,945
LPL Financial LLC Top Holdings
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