Lpl Financial LLC CAPITAL GROUP CORE BALANCED Transaction History

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Number of Shares
5,504,865
Previous 3,787,433 45.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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