Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 14, 2020

SELL
N/A
-74,581 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
N/A
971 Added 1.32%
74,581 $2 Million
Q3 2019

Nov 13, 2019

BUY
N/A
15,259 Added 26.15%
73,610 $1.98 Million
Q2 2019

Aug 09, 2019

BUY
N/A
7,249 Added 14.19%
58,351 $1.35 Million
Q1 2019

May 08, 2019

BUY
N/A
18,081 Added 54.76%
51,102 $1.12 Million
Q4 2018

Feb 07, 2019

BUY
N/A
16,037 Added 94.42%
33,021 $615,000
Q3 2018

Nov 14, 2018

BUY
N/A
2,272 Added 15.44%
16,984 $337,000
Q2 2018

Aug 14, 2018

BUY
N/A
2,934 Added 24.91%
14,712 $276,000
Q1 2018

May 15, 2018

BUY
N/A
1,458 Added 14.13%
11,778 $204,000
Q4 2017

Feb 14, 2018

SELL
N/A
-215 Reduced 2.04%
10,320 $222,000
Q3 2017

Nov 14, 2017

SELL
N/A
-285 Reduced 2.63%
10,535 $254,000
Q2 2017

Aug 14, 2017

BUY
N/A
10,820
10,820 $258,000
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.