Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LPL FINANCIAL LLC 02-12-2024 12-31-2023 4792 165,111,641,374
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $4,681,369,547 9,801,247 0.00 0.00 835,141 9.31 12-31-2023
SPDR S&P 500 ETF TR TR UNIT 2 $3,782,759,830 7,958,511 0.00 0.00 442,343 5.89 12-31-2023
INVESCO QQQ TR UNIT SER 1 3 $3,393,166,035 8,285,715 0.00 0.00 721,475 9.54 12-31-2023
VANGUARD INDEX FDS TOTAL STK MKT 4 $3,331,096,494 14,042,225 0.00 0.00 540,099 4.00 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6