Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022

SELL
N/A
-39,900 Closed
0 $0
Q1 2022

May 16, 2022

BUY
N/A
592 Added 1.51%
39,900 $1.07 Million
Q4 2021

Feb 14, 2022

SELL
N/A
-928 Reduced 2.31%
39,308 $1 Million
Q3 2021

Nov 15, 2021

BUY
N/A
1,279 Added 3.28%
40,236 $886,000
Q2 2021

Aug 13, 2021

BUY
N/A
6,150 Added 18.75%
38,957 $866,000
Q1 2021

May 14, 2021

SELL
N/A
-9,024 Reduced 21.57%
32,807 $810,000
Q4 2020

Feb 12, 2021

SELL
N/A
-3,737 Reduced 8.2%
41,831 $1.01 Million
Q3 2020

Nov 09, 2020

SELL
N/A
-3,782 Reduced 7.66%
45,568 $781,000
Q2 2020

Aug 13, 2020

BUY
N/A
5,211 Added 11.81%
49,350 $550,000
Q1 2020

May 14, 2020

BUY
N/A
4,259 Added 10.68%
44,139 $401,000
Q4 2019

Feb 14, 2020

BUY
N/A
39,880 New
39,880 $518,000
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.