Number of Shares
88,534
Previous 251,272 64.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025

SELL
N/A
-162,738 Reduced 64.77%
88,534 $0
Q4 2024

Feb 11, 2025

SELL
N/A
-8,937 Reduced 3.43%
251,272 $0
Q3 2024

Nov 08, 2024

BUY
N/A
12,037 Added 4.85%
260,209 $0
Q2 2024

Aug 07, 2024

SELL
N/A
-2,323 Reduced 0.93%
248,172 $0
Q1 2024

May 10, 2024

BUY
N/A
250,495 New
250,495 $0
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.