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Advisors Ser Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Advisors Ser Tr shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisors Ser Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Ser Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $798k 14k 56.27

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Advisors Ser Tr

Scharf Investments
Colony
Intellectus Partners
Cambridge Investment Research Advisors
HighTower Advisors
Jane Street
UBS Group
CI Private Wealth
Raymond James Financial
Ashton Thomas Private Wealth
Mercer Global Advisors
LPL Financial
Summit Financial
Ashton Thomas Securities
We Are One Seven

View all funds holding Advisors Ser Tr