Number of Shares
61,815
Previous 32,470 90.38%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025

BUY
N/A
29,345 Added 90.38%
61,815 $0
Q4 2024

Feb 11, 2025

SELL
N/A
-591 Reduced 1.79%
32,470 $0
Q3 2024

Nov 08, 2024

BUY
N/A
240 Added 0.73%
33,061 $0
Q2 2024

Aug 07, 2024

BUY
N/A
4,714 Added 16.77%
32,821 $0
Q1 2024

May 10, 2024

BUY
N/A
2,416 Added 9.4%
28,107 $0
Q4 2023

Feb 14, 2024

BUY
N/A
400 Added 1.58%
25,691 $0
Q3 2023

Nov 13, 2023

BUY
N/A
25,291 New
25,291 $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.