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Symmetry Panoramic Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Symmetry Panoramic Tr (SMOM) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Symmetry Panoramic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Symmetry Panoramic Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 8.6k 27.84

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View all positions for LPL Financial

Top funds holding Symmetry Panoramic Tr

Symmetry Partner
Envestnet Asset Management
Sequoia Financial Advisors
Kestra Advisory Services
Prime Capital Investment Advisors
Mml Investors Services
LPL Financial
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Harbour Investments
IFG Advisory
Integrated Wealth Concepts

View all funds holding Symmetry Panoramic Tr