Back to
LPL Financial LLCMDMDST
MDMDST5 quarters
Position history for
LPL Financial LLC's holdings in ULTIMUS MANAGERS TR
LPL Financial LLC holds 1.2M shares of MDST (ULTIMUS MANAGERS TR), worth $34M as of 2026-Q2. The position was increased (+7.0% shares). MDST represents 0.0% of LPL Financial LLC's portfolio.
Current Value
$34M
Current Shares
1.2M
Total Value Change
+$33.4M
Total Shares Change
+1.2M
Quarter-by-Quarter History
Other major holders of MDST: WESTWOOD HOLDINGS GROUP INC