Number of Shares
106,660
Previous 127,033 16.04%
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
Q4 2024

Feb 11, 2025

SELL
N/A
-20,373 Reduced 16.04%
106,660 $0
Q3 2024

Nov 08, 2024

SELL
N/A
-337 Reduced 0.26%
127,033 $0
Q2 2024

Aug 07, 2024

SELL
N/A
-6,236 Reduced 4.67%
127,370 $0
Q1 2024

May 10, 2024

BUY
N/A
21,241 Added 18.9%
133,606 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-1,666 Reduced 1.46%
112,365 $0
Q3 2023

Nov 13, 2023

BUY
N/A
4,736 Added 4.33%
114,031 $0
Q2 2023

Jul 31, 2023

BUY
N/A
4,065 Added 3.86%
109,295 $0
Q1 2023

May 10, 2023

BUY
N/A
105,230 New
105,230 $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.