Number of Shares
145,767
Previous 131,434 10.91%
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

BUY
N/A
14,333 Added 10.91%
145,767 $0
Q1 2025

May 07, 2025

BUY
N/A
13,853 Added 11.78%
131,434 $0
Q4 2024

Feb 11, 2025

BUY
N/A
12,806 Added 12.22%
117,581 $0
Q3 2024

Nov 08, 2024

BUY
N/A
13,662 Added 14.99%
104,775 $0
Q2 2024

Aug 07, 2024

BUY
N/A
21,694 Added 31.25%
91,113 $0
Q1 2024

May 10, 2024

BUY
N/A
17,787 Added 34.45%
69,419 $0
Q4 2023

Feb 14, 2024

BUY
N/A
6,899 Added 15.42%
51,632 $0
Q3 2023

Nov 13, 2023

BUY
N/A
44,733 New
44,733 $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.