A detailed history of Lpl Financial LLC transactions in Invesco Vrdo Tax Free ETF stock. As of the latest transaction made, Lpl Financial LLC holds 67,725 shares of PVI stock, worth $1.68 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
67,725
Previous 70,102 3.39%
Holding current value
$1.68 Million
Previous $1.74 Million 3.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

SELL
$24.77 - $24.9 $58,878 - $59,187
-2,377 Reduced 3.39%
67,725 $1.68 Million
Q2 2024

Aug 07, 2024

BUY
$24.75 - $24.87 $201,217 - $202,193
8,130 Added 13.12%
70,102 $1.74 Million
Q1 2024

May 10, 2024

BUY
$24.74 - $24.88 $132,111 - $132,859
5,340 Added 9.43%
61,972 $1.54 Million
Q4 2023

Feb 14, 2024

SELL
$24.74 - $24.9 $677,950 - $682,334
-27,403 Reduced 32.61%
56,632 $1.4 Million
Q3 2023

Nov 13, 2023

BUY
$24.79 - $24.94 $66,908 - $67,313
2,699 Added 3.32%
84,035 $2.09 Million
Q2 2023

Jul 31, 2023

BUY
$24.85 - $25.01 $294,199 - $296,093
11,839 Added 17.04%
81,336 $2.03 Million
Q1 2023

May 10, 2023

BUY
$24.92 - $24.99 $503,882 - $505,297
20,220 Added 41.03%
69,497 $1.73 Million
Q4 2022

Feb 07, 2023

SELL
$24.89 - $24.96 $42,113 - $42,232
-1,692 Reduced 3.32%
49,277 $1.23 Million
Q3 2022

Nov 14, 2022

BUY
$24.86 - $24.93 $235,797 - $236,461
9,485 Added 22.86%
50,969 $1.27 Million
Q2 2022

Aug 12, 2022

BUY
$24.85 - $24.91 $1.03 Million - $1.03 Million
41,484 New
41,484 $1.03 Million

Others Institutions Holding PVI

About INVESCO VRDO TAX-FREE ETF


  • Ticker PVI
  • Sector ETFs
  • Industry ETFs
More about PVI
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.