Number of Shares
28,272
Previous 21,177 33.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
N/A
7,095 Added 33.5%
28,272 $0
Q1 2025

May 07, 2025

SELL
N/A
-1,140 Reduced 5.11%
21,177 $0
Q4 2024

Feb 11, 2025

BUY
N/A
10,360 Added 86.64%
22,317 $0
Q3 2024

Nov 08, 2024

BUY
N/A
6,567 Added 121.84%
11,957 $0
Q2 2024

Aug 07, 2024

BUY
N/A
731 Added 15.69%
5,390 $0
Q1 2024

May 10, 2024

BUY
N/A
4,659 New
4,659 $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.