Lpl Financial LLC Donoghue Forlines Risk Managed Transaction History

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

A detailed history of Lpl Financial LLC transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Lpl Financial LLC holds 33,070 shares of DFNV stock, worth $1.26 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,070
Previous 37,516 11.85%
Holding current value
$1.26 Million
Previous $1.18 Million 6.17%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$29.3 - $33.61 $130,267 - $149,430
-4,446 Reduced 11.85%
33,070 $1.11 Million
Q2 2024

Aug 07, 2024
BUY
$0.0 - $31.57 $0 - $57,804
1,831 Added 5.13%
37,516 $1.18 Million
Q4 2023

Feb 14, 2024
SELL
$23.6 - $28.12 $12,083 - $14,397
-512 Reduced 1.41%
35,685 $991,000
Q3 2023

Nov 13, 2023
BUY
$24.54 - $26.7 $888,274 - $966,459
36,197 New
36,197 $899,000
Q2 2022

Aug 12, 2022
SELL
$21.03 - $27.18 $207,860 - $268,647
-9,884 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$23.88 - $29.22 $236,029 - $288,810
9,884 New
9,884 $264,000

Others Institutions Holding DFNV

# of Institutions
21
Shares Held
1.77M
Call Options Held
0
Put Options Held
0
View Full List

About DONOGHUE FORLINES RISK MANAGED

DFNV Quotes by TradingView
  • Ticker DFNV
  • Sector ETFs
  • Industry ETFs
More about DFNV
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email