Lpl Financial LLC INVESTMENT MANAGERS SER TR I Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Number of Shares
21,380
Previous 24,700 13.44%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
SELL
N/A
-3,320 Reduced 13.44%
21,380 $0
Q1 2025

May 07, 2025
BUY
N/A
1,468 Added 6.32%
24,700 $0
Q4 2024

Feb 11, 2025
SELL
N/A
-675 Reduced 2.82%
23,232 $0
Q3 2024

Nov 08, 2024
SELL
N/A
-99 Reduced 0.41%
23,907 $0
Q2 2024

Aug 07, 2024
SELL
N/A
-8,727 Reduced 26.66%
24,006 $0
Q1 2024

May 10, 2024
SELL
N/A
-10,919 Reduced 25.01%
32,733 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-9,295 Reduced 17.56%
43,652 $0
Q3 2023

Nov 13, 2023
BUY
N/A
52,947 New
52,947 $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