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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC → LPLA
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
11
Latest value
$959K
Q3 2026
Peak value
$1.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $855K |
| Q4 2025 | $507K |
| Q4 2025 | $922K |
| Q1 2026 | $300K |
| Q1 2026 | $1.6M |
| Q2 2026 | $289K |
| Q2 2026 | $1.1M |
| Q3 2026 | $284K |
| Q3 2026 | $959K |
| Q3 2026 | $284K |
| Q3 2026 | $959K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $959K | 98.3K | — | — |
| Q3 2026 | $284K | 911 | — | — |
| Q3 2026 | $959K | 10.0K | — | — |
| Q3 2026 | $284K | 13.0K | — | — |
| Q2 2026 | $1.1M | 99.3K | — | — |
| Q2 2026 | $289K | 987 | — | — |
| Q1 2026 | $1.6M | 104.1K | — | — |
| Q1 2026 | $300K | 1.0K | — | — |
| Q4 2025 | $922K | 108.5K | — | — |
| Q4 2025 | $507K | 1.4K | — | — |
| Q3 2025 | $855K | 108.9K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B