Lpl Financial LLC Dj Brookfield Global Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Lpl Financial LLC holds 27,653 shares of TOLZ stock, worth $1.42 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

27,653

Previous 21,020 31.56%

Holding current value

$1.42 Million

Previous $944,000 48.09%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$44.92 - $51.35 $297,954 - $340,604	6,633 Added 31.56%	27,653 $1.4 Million
Q2 2024 Aug 07, 2024	SELL	$43.12 - $47.5 $89,387 - $98,467	-2,073 Reduced 8.98%	21,020 $944,000
Q1 2024 May 10, 2024	BUY	$43.08 - $46.04 $1,852 - $1,979	43 Added 0.19%	23,093 $1.06 Million
Q4 2023 Feb 14, 2024	SELL	$39.92 - $45.95 $176,446 - $203,099	-4,420 Reduced 16.09%	23,050 $1.05 Million
Q3 2023 Nov 13, 2023	BUY	$41.39 - $45.77 $129,633 - $143,351	3,132 Added 12.87%	27,470 $1.14 Million
Q2 2023 Jul 31, 2023	SELL	$43.71 - $47.07 $7,649 - $8,237	-175 Reduced 0.71%	24,338 $1.09 Million
Q1 2023 May 10, 2023	SELL	$43.27 - $47.34 $22,760 - $24,900	-526 Reduced 2.1%	24,513 $1.11 Million
Q4 2022 Feb 07, 2023	BUY	$39.42 - $46.6 $56,883 - $67,243	1,443 Added 6.12%	25,039 $1.11 Million
Q3 2022 Nov 14, 2022	BUY	$40.74 - $49.32 $28,355 - $34,326	696 Added 3.04%	23,596 $961,000
Q2 2022 Aug 12, 2022	BUY	$44.52 - $51.33 $81,115 - $93,523	1,822 Added 8.64%	22,900 $1.05 Million
Q1 2022 May 16, 2022	SELL	$45.61 - $49.91 $40,547 - $44,369	-889 Reduced 4.05%	21,078 $1.05 Million
Q4 2021 Feb 14, 2022	BUY	$44.67 - $47.83 $422,086 - $451,945	9,449 Added 75.48%	21,967 $1.05 Million
Q3 2021 Nov 15, 2021	BUY	$45.16 - $47.74 $96,416 - $101,924	2,135 Added 20.56%	12,518 $565,000
Q2 2021 Aug 13, 2021	BUY	$43.69 - $48.6 $35,607 - $39,609	815 Added 8.52%	10,383 $480,000
Q1 2021 May 14, 2021	BUY	$40.73 - $43.74 $389,704 - $418,504	9,568 New	9,568 $416,000

Others Institutions Holding TOLZ

# of Institutions

Shares Held

2.6M

Call Options Held

Put Options Held

View Full List

About DJ BROOKFIELD GLOBAL

Ticker TOLZ
Sector ETFs
Industry ETFs

More about TOLZ

Track This Portfolio

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.

Account

Lpl Financial LLC Dj Brookfield Global Transaction History