Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 13, 2020

SELL
N/A
-13,124 Closed
0 $0
Q1 2020

May 14, 2020

BUY
N/A
2,953 Added 29.03%
13,124 $50,000
Q4 2019

Feb 14, 2020

SELL
N/A
-408 Reduced 3.86%
10,171 $52,000
Q3 2019

Nov 13, 2019

SELL
N/A
-1,048 Reduced 9.01%
10,579 $53,000
Q2 2019

Aug 09, 2019

SELL
N/A
-473 Reduced 3.91%
11,627 $72,000
Q1 2019

May 08, 2019

BUY
N/A
1,228 Added 11.3%
12,100 $56,000
Q4 2018

Feb 07, 2019

SELL
N/A
-1,151 Reduced 9.57%
10,872 $46,000
Q3 2018

Nov 14, 2018

SELL
N/A
-1,322 Reduced 9.91%
12,023 $75,000
Q2 2018

Aug 14, 2018

SELL
N/A
-111 Reduced 0.82%
13,345 $107,000
Q1 2018

May 15, 2018

BUY
N/A
2,415 Added 21.87%
13,456 $100,000
Q4 2017

Feb 14, 2018

BUY
N/A
52 Added 0.47%
11,041 $66,000
Q3 2017

Nov 14, 2017

BUY
N/A
10,989
10,989 $81,000
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.