Shares

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

Aug 13, 2020

SELL
N/A
-6,129 Closed
0 $0
Q1 2020

May 14, 2020

SELL
N/A
-338 Reduced 5.23%
6,129 $228,000
Q4 2019

Feb 14, 2020

SELL
N/A
-332 Reduced 4.88%
6,467 $308,000
Q3 2019

Nov 13, 2019

BUY
N/A
499 Added 7.92%
6,799 $271,000
Q2 2019

Aug 09, 2019

BUY
N/A
6,300 New
6,300 $240,000
Q3 2018

Nov 14, 2018

SELL
N/A
-5,693 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
N/A
5,693 New
5,693 $208,000
Q1 2018

May 15, 2018

SELL
N/A
-5,595 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
N/A
5,595
5,595 $210,000
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.