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Position history for LPL Financial LLCLPL Financial LLC's holdings in PERMIAN BASIN RTY TR

LPL Financial LLC holds 197,716 shares of PBT (PERMIAN BASIN RTY TR), worth $5M as of 2026-Q2. The position was decreased (-6.4% shares). PBT represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$5M

Current Shares

197,716

Total Value Change

+$1.7M

Total Shares Change

-73,833

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
197,716
-6.4%
$5M0.0%$25.00
0
2026-Q1
Decreased
211,240
-8.1%
$4.5M0.0%$21.42
0
2025-Q4
Decreased
229,956
-1.6%
$3.9M0.0%$16.84
0
2025-Q3
Decreased
233,704
-0.9%
$4.3M0.0%$18.05
0
2025-Q2
Decreased
235,797
-0.4%
$2.9M0.0%$12.22
0
2025-Q1
Decreased
236,783
-18.9%
$2.3M0.0%$9.67
0
2024-Q4
Increased
292,045
+7.5%
$3.2M0.0%$10.76
28
2024-Q3
Decreased
271,549
-13.1%
$3.2M0.0%$11.47
0

Other major holders of PBT: HORIZON KINETICS ASSET MANAGEMENT LLC

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