Lpl Financial LLC NUVEEN TAX-ADVANTAGED DIVID Transaction History

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 14, 2022
SELL
N/A
-36,528 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
N/A
-843 Reduced 2.26%
36,528 $579,000
Q2 2021

Aug 13, 2021
SELL
N/A
-32,411 Reduced 46.45%
37,371 $601,000
Q1 2021

May 14, 2021
BUY
N/A
4,705 Added 7.23%
69,782 $1.05 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-1,204 Reduced 1.82%
65,077 $925,000
Q3 2020

Nov 09, 2020
BUY
N/A
579 Added 0.88%
66,281 $866,000
Q2 2020

Aug 13, 2020
SELL
N/A
-2,369 Reduced 3.48%
65,702 $839,000
Q1 2020

May 14, 2020
BUY
N/A
6,688 Added 10.9%
68,071 $766,000
Q4 2019

Feb 14, 2020
SELL
N/A
-11,898 Reduced 16.24%
61,383 $1.06 Million
Q3 2019

Nov 13, 2019
BUY
N/A
1,208 Added 1.68%
73,281 $1.23 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-480 Reduced 0.66%
72,073 $1.2 Million
Q1 2019

May 08, 2019
SELL
N/A
-100 Reduced 0.14%
72,553 $1.17 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-8,299 Reduced 10.25%
72,653 $974,000
Q3 2018

Nov 14, 2018
SELL
N/A
-6,541 Reduced 7.48%
80,952 $1.44 Million
Q2 2018

Aug 14, 2018
BUY
N/A
3,011 Added 3.56%
87,493 $1.44 Million
Q1 2018

May 15, 2018
BUY
N/A
19,099 Added 29.21%
84,482 $1.38 Million
Q4 2017

Feb 14, 2018
BUY
N/A
34,580 Added 112.26%
65,383 $1.15 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-1,531 Reduced 4.73%
30,803 $519,000
Q2 2017

Aug 14, 2017
BUY
N/A
32,334
32,334 $520,000
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