Lpl Financial LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Number of Shares
88,867
Previous 94,264 5.73%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 11, 2025
SELL
N/A
-5,397 Reduced 5.73%
88,867 $0
Q3 2024

Nov 08, 2024
BUY
N/A
27,807 Added 41.84%
94,264 $0
Q2 2024

Aug 07, 2024
BUY
N/A
4,277 Added 6.88%
66,457 $0
Q1 2024

May 10, 2024
SELL
N/A
-2,902 Reduced 4.46%
62,180 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-5,315 Reduced 7.55%
65,082 $0
Q3 2023

Nov 13, 2023
BUY
N/A
1,936 Added 2.83%
70,397 $0
Q2 2023

Jul 31, 2023
SELL
N/A
-3,889 Reduced 5.38%
68,461 $0
Q1 2023

May 10, 2023
BUY
N/A
17,095 Added 30.94%
72,350 $0
Q4 2022

Feb 07, 2023
SELL
N/A
-1,973 Reduced 3.45%
55,255 $0
Q3 2022

Nov 14, 2022
BUY
N/A
206 Added 0.36%
57,228 $1.53 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-18,438 Reduced 24.43%
57,022 $1.62 Million
Q1 2022

May 16, 2022
SELL
N/A
-86,666 Reduced 53.46%
75,460 $2.52 Million
Q4 2021

Feb 14, 2022
BUY
N/A
20,530 Added 14.5%
162,126 $5.73 Million
Q3 2021

Nov 15, 2021
BUY
N/A
46,034 Added 48.17%
141,596 $4.52 Million
Q2 2021

Aug 13, 2021
BUY
N/A
10,982 Added 12.98%
95,562 $3.08 Million
Q1 2021

May 14, 2021
BUY
N/A
10,932 Added 14.84%
84,580 $2.56 Million
Q4 2020

Feb 12, 2021
BUY
N/A
10,401 Added 16.45%
73,648 $2.01 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-3,648 Reduced 5.45%
63,247 $1.52 Million
Q2 2020

Aug 13, 2020
BUY
N/A
5,161 Added 8.36%
66,895 $1.51 Million
Q1 2020

May 14, 2020
BUY
N/A
5,856 Added 10.48%
61,734 $1.16 Million
Q4 2019

Feb 14, 2020
SELL
N/A
-4,756 Reduced 7.84%
55,878 $1.39 Million
Q3 2019

Nov 13, 2019
BUY
N/A
4,211 Added 7.46%
60,634 $1.41 Million
Q2 2019

Aug 09, 2019
BUY
N/A
4,564 Added 8.8%
56,423 $1.29 Million
Q1 2019

May 08, 2019
SELL
N/A
-9,879 Reduced 16.0%
51,859 $1.15 Million
Q4 2018

Feb 07, 2019
BUY
N/A
3,239 Added 5.54%
61,738 $1.2 Million
Q3 2018

Nov 14, 2018
BUY
N/A
24,085 Added 69.99%
58,499 $1.34 Million
Q2 2018

Aug 14, 2018
BUY
N/A
9,365 Added 37.39%
34,414 $754,000
Q1 2018

May 15, 2018
SELL
N/A
-11,118 Reduced 30.74%
25,049 $539,000
Q4 2017

Feb 14, 2018
BUY
N/A
20,238 Added 127.05%
36,167 $788,000
Q3 2017

Nov 14, 2017
BUY
N/A
15,929
15,929 $326,000
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.

Choose your preferred platform and Sign Up 👇 Telegram Email