Number of Shares
584,366
Previous 552,742 5.72%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
N/A
31,624 Added 5.72%
584,366 $0
Q2 2024

Aug 07, 2024

BUY
N/A
5,070 Added 0.93%
552,742 $0
Q1 2024

May 10, 2024

SELL
N/A
-9,058 Reduced 1.63%
547,672 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-22,815 Reduced 3.94%
556,730 $0
Q3 2023

Nov 13, 2023

BUY
N/A
58,790 Added 11.29%
579,545 $0
Q2 2023

Jul 31, 2023

BUY
N/A
73,045 Added 16.32%
520,755 $0
Q1 2023

May 10, 2023

BUY
N/A
85,032 Added 23.45%
447,710 $0
Q4 2022

Feb 07, 2023

SELL
N/A
-60,868 Reduced 14.37%
362,678 $0
Q3 2022

Nov 14, 2022

BUY
N/A
423,546 New
423,546 $12.5 Million
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.