A detailed history of Lpl Financial LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Lpl Financial LLC holds 118,255 shares of SHAG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
118,255
Previous 138,911 14.87%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 10, 2024

SELL
N/A
-20,656 Reduced 14.87%
118,255 $0
Q4 2023

Feb 14, 2024

BUY
N/A
46,540 Added 50.38%
138,911 $0
Q3 2023

Nov 13, 2023

BUY
N/A
3,035 Added 3.4%
92,371 $0
Q2 2023

Jul 31, 2023

BUY
N/A
1,253 Added 1.42%
89,336 $0
Q1 2023

May 10, 2023

SELL
N/A
-11,951 Reduced 11.95%
88,083 $0
Q4 2022

Feb 07, 2023

SELL
N/A
-6,538 Reduced 6.13%
100,034 $0
Q3 2022

Nov 14, 2022

SELL
N/A
-8,045 Reduced 7.02%
106,572 $4.93 Million
Q2 2022

Aug 12, 2022

SELL
N/A
-9,774 Reduced 7.86%
114,617 $5.45 Million
Q1 2022

May 16, 2022

SELL
N/A
-15,224 Reduced 10.9%
124,391 $6.03 Million
Q4 2021

Feb 14, 2022

SELL
N/A
-123,086 Reduced 46.85%
139,615 $7.05 Million
Q3 2021

Nov 15, 2021

BUY
N/A
38,883 Added 17.37%
262,701 $13.4 Million
Q2 2021

Aug 13, 2021

BUY
N/A
6,904 Added 3.18%
223,818 $11.4 Million
Q1 2021

May 14, 2021

BUY
N/A
27,148 Added 14.31%
216,914 $11.1 Million
Q4 2020

Feb 12, 2021

BUY
N/A
56,903 Added 42.83%
189,766 $9.76 Million
Q3 2020

Nov 09, 2020

BUY
N/A
19,256 Added 16.95%
132,863 $6.85 Million
Q2 2020

Aug 13, 2020

SELL
N/A
-50,944 Reduced 30.96%
113,607 $5.85 Million
Q1 2020

May 14, 2020

BUY
N/A
149,182 Added 970.67%
164,551 $8.25 Million
Q4 2019

Feb 14, 2020

BUY
N/A
15,369 New
15,369 $773,000

Others Institutions Holding SHAG

About WISDOMTREE YIELD ENHANCED U.S.


  • Ticker SHAG
More about SHAG
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.