Number of Shares
34,352
Previous 35,082 2.08%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
N/A
-730 Reduced 2.08%
34,352 $0
Q2 2024

Aug 07, 2024

SELL
N/A
-91,991 Reduced 72.39%
35,082 $0
Q1 2024

May 10, 2024

SELL
N/A
-424 Reduced 0.33%
127,073 $0
Q4 2023

Feb 14, 2024

BUY
N/A
894 Added 0.71%
127,497 $0
Q3 2023

Nov 13, 2023

BUY
N/A
81,230 Added 179.03%
126,603 $0
Q2 2023

Jul 31, 2023

SELL
N/A
-7,355 Reduced 13.95%
45,373 $0
Q1 2023

May 10, 2023

SELL
N/A
-3,517 Reduced 6.25%
52,728 $0
Q4 2022

Feb 07, 2023

SELL
N/A
-12,620 Reduced 18.33%
56,245 $0
Q3 2022

Nov 14, 2022

BUY
N/A
40,439 Added 142.26%
68,865 $1.6 Million
Q2 2022

Aug 12, 2022

SELL
N/A
-80,852 Reduced 73.99%
28,426 $663,000
Q1 2022

May 16, 2022

SELL
N/A
-2,634 Reduced 2.35%
109,278 $3.41 Million
Q4 2021

Feb 14, 2022

BUY
N/A
4,507 Added 4.2%
111,912 $4.11 Million
Q3 2021

Nov 15, 2021

BUY
N/A
4,481 Added 4.35%
107,405 $4.2 Million
Q2 2021

Aug 13, 2021

SELL
N/A
-22,305 Reduced 17.81%
102,924 $4.12 Million
Q1 2021

May 14, 2021

SELL
N/A
-11,867 Reduced 8.66%
125,229 $4.7 Million
Q4 2020

Feb 12, 2021

BUY
N/A
25,234 Added 22.56%
137,096 $5.28 Million
Q3 2020

Nov 09, 2020

BUY
N/A
59,966 Added 115.55%
111,862 $3.44 Million
Q2 2020

Aug 13, 2020

BUY
N/A
40,796 Added 367.53%
51,896 $1.49 Million
Q1 2020

May 14, 2020

BUY
N/A
11,100 New
11,100 $231,000
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.