Lpl Financial LLC Proshares Trust Proshares He Transaction History

Lpl Financial LLC

$196 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$47.67 - $48.83 $26,123 - $26,758	-548 Reduced 11.13%	4,376 $211,000
Q1 2023 May 10, 2023	SELL	$47.2 - $49.11 $1,840 - $1,915	-39 Reduced 0.79%	4,924 $236,000
Q4 2022 Feb 07, 2023	BUY	$45.01 - $47.65 $223,384 - $236,486	4,963 New	4,963 $233,000
Q2 2022 Aug 12, 2022	SELL	$45.98 - $50.18 $13,426 - $14,652	-292 Reduced 4.02%	6,980 $324,000
Q1 2022 May 16, 2022	BUY	$48.23 - $51.77 $138,564 - $148,735	2,873 Added 65.31%	7,272 $361,000
Q4 2021 Feb 14, 2022	SELL	$50.63 - $52.97 $4,151 - $4,343	-82 Reduced 1.83%	4,399 $227,000
Q2 2021 Aug 13, 2021	SELL	$51.07 - $52.63 $44,226 - $45,577	-866 Reduced 16.2%	4,481 $234,000
Q1 2021 May 14, 2021	BUY	$49.86 - $52.73 $48,414 - $51,200	971 Added 22.19%	5,347 $277,000
Q4 2020 Feb 12, 2021	BUY	$45.95 - $50.14 $201,077 - $219,412	4,376 New	4,376 $219,000

Others Institutions Holding HDG

# of Institutions

17

Shares Held

282K

Call Options Held

0

Put Options Held

0

Personal Cfo Solutions, LLC

89.9K
Shares

$4.47 Million
0.69% of portfolio
Morgan Stanley New York, NY

41.4K
Shares

$2.06 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

39.4K
Shares

$1.96 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

27.1K
Shares

$1.35 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

24.5K
Shares

$1.22 Million
0.89% of portfolio

About PROSHARES TRUST - PROSHARES HE

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