Number of Shares
34,647
Previous 35,842 3.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

SELL
N/A
-1,195 Reduced 3.33%
34,647 $0
Q3 2024

Nov 08, 2024

SELL
N/A
-14,106 Reduced 28.24%
35,842 $0
Q2 2024

Aug 07, 2024

BUY
N/A
10,116 Added 25.4%
49,948 $0
Q1 2024

May 10, 2024

BUY
N/A
1,365 Added 3.55%
39,832 $0
Q4 2023

Feb 14, 2024

BUY
N/A
1,586 Added 4.3%
38,467 $0
Q3 2023

Nov 13, 2023

SELL
N/A
-219 Reduced 0.59%
36,881 $0
Q2 2023

Jul 31, 2023

BUY
N/A
1,673 Added 4.72%
37,100 $0
Q1 2023

May 10, 2023

SELL
N/A
-981 Reduced 2.69%
35,427 $0
Q4 2022

Feb 07, 2023

SELL
N/A
-1,118 Reduced 2.98%
36,408 $0
Q3 2022

Nov 14, 2022

BUY
N/A
37,526 New
37,526 $469,000
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.