Back to LPL Financial LLC LPL Financial LLC

ROEROE
3 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in EA SERIES TRUST

LPL Financial LLC holds 36,958 shares of ROE (EA SERIES TRUST), worth $1.3M as of 2026-Q1. The position was increased (+43.9% shares). ROE represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$1.3M

Current Shares

36,958

Total Value Change

+$433,640

Total Shares Change

+11,627

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
36,958
+43.9%
$1.3M0.0%$36.88
34
2025-Q4
Increased
25,679
+1.4%
$905,6860.0%$35.64
25
2025-Q3
New
25,331
-
$875,7890.0%$34.30
34

Other major holders of ROE: WELLS FARGO & COMPANY/MN

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used