Lpl Financial LLC Investment Managers Series Tru Transaction History

Lpl Financial LLC

  • $196 Billion
  • Q2 2024

A detailed history of Lpl Financial LLC transactions in Investment Managers Series Tru stock. As of the latest transaction made, Lpl Financial LLC holds 6,519 shares of KLDW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,519
Previous 6,519 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
N/A
-1,707 Reduced 20.75%
6,519 $0
Q4 2023

Feb 14, 2024
BUY
N/A
154 Added 1.91%
8,226 $0
Q3 2023

Nov 13, 2023
BUY
N/A
674 Added 9.11%
8,072 $0
Q2 2023

Jul 31, 2023
SELL
N/A
-105 Reduced 1.4%
7,398 $0
Q1 2023

May 10, 2023
BUY
N/A
596 Added 8.63%
7,503 $0
Q4 2022

Feb 07, 2023
SELL
N/A
-192 Reduced 2.7%
6,907 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-2,714 Reduced 27.66%
7,099 $234,000
Q2 2022

Aug 12, 2022
SELL
N/A
-100 Reduced 1.01%
9,813 $349,000
Q1 2022

May 16, 2022
SELL
N/A
-3,814 Reduced 27.78%
9,913 $417,000
Q4 2021

Feb 14, 2022
BUY
N/A
2,400 Added 21.19%
13,727 $656,000
Q2 2021

Aug 13, 2021
SELL
N/A
-501 Reduced 4.24%
11,327 $528,000
Q1 2021

May 14, 2021
SELL
N/A
-273 Reduced 2.26%
11,828 $518,000
Q4 2020

Feb 12, 2021
SELL
N/A
-7,597 Reduced 38.57%
12,101 $512,000
Q3 2020

Nov 09, 2020
SELL
N/A
-10,423 Reduced 34.6%
19,698 $746,000
Q2 2020

Aug 13, 2020
BUY
N/A
30,121 New
30,121 $1.04 Million

Others Institutions Holding KLDW

# of Institutions
8
Shares Held
370K
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MANAGERS SERIES TRU

KLDW Quotes by TradingView
  • Ticker KLDW
More about KLDW
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