Lpl Financial LLC CAPITAL GROUP CORE BALANCED Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Number of Shares
7,448,979
Previous 5,504,865 35.32%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
1,944,114 Added 35.32%
7,448,979 $0
Q1 2025

May 07, 2025
BUY
N/A
1,717,432 Added 45.35%
5,504,865 $0
Q4 2024

Feb 11, 2025
BUY
N/A
1,274,153 Added 50.7%
3,787,433 $0
Q3 2024

Nov 08, 2024
BUY
N/A
1,064,683 Added 73.5%
2,513,280 $0
Q2 2024

Aug 07, 2024
BUY
N/A
1,145,222 Added 377.49%
1,448,597 $0
Q1 2024

May 10, 2024
BUY
N/A
303,375 New
303,375 $0
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