Lpl Financial LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Number of Shares
241,122
Previous 262,980 8.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-21,858 Reduced 8.31%
241,122 $0
Q1 2025

May 07, 2025
BUY
N/A
116,003 Added 78.93%
262,980 $0
Q4 2024

Feb 11, 2025
BUY
N/A
26,911 Added 22.41%
146,977 $0
Q3 2024

Nov 08, 2024
BUY
N/A
52,036 Added 76.49%
120,066 $0
Q2 2024

Aug 07, 2024
BUY
N/A
6,574 Added 10.7%
68,030 $0
Q1 2024

May 10, 2024
BUY
N/A
61,456 New
61,456 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email