Number of Shares
442,077
Previous 298,335 48.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
N/A
143,742 Added 48.18%
442,077 $0
Q2 2024

Aug 07, 2024

BUY
N/A
191,682 Added 179.72%
298,335 $0
Q1 2024

May 10, 2024

BUY
N/A
82,637 Added 344.09%
106,653 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-447 Reduced 1.83%
24,016 $0
Q3 2023

Nov 13, 2023

BUY
N/A
11,540 Added 89.3%
24,463 $0
Q2 2023

Jul 31, 2023

SELL
N/A
-927 Reduced 6.69%
12,923 $0
Q1 2023

May 10, 2023

SELL
N/A
-2,062 Reduced 12.96%
13,850 $0
Q4 2022

Feb 07, 2023

SELL
N/A
-670 Reduced 4.04%
15,912 $0
Q3 2022

Nov 14, 2022

BUY
N/A
1,684 Added 11.3%
16,582 $230,000
Q2 2022

Aug 12, 2022

BUY
N/A
14,898 New
14,898 $215,000
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.