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KATKAT
4 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ADVISORS SER TR

LPL Financial LLC holds 14,412 shares of KAT (ADVISORS SER TR), worth $779,113 as of 2026-Q2. The position was decreased (-8.1% shares). KAT represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$779,113

Current Shares

14,412

Total Value Change

-$19,057

Total Shares Change

+228

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
14,412
-8.1%
$779,1130.0%$54.06
0
2026-Q1
Increased
15,682
+5.9%
$840,4770.0%$57.18
26
2025-Q4
Increased
14,811
+4.4%
$814,6180.0%$55.53
26
2025-Q3
New
14,184
-
$798,1700.0%$55.97
34

Other major holders of KAT: Focus Partners Wealth, MORGAN STANLEY

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