Lpl Financial LLC WELLS FARGO CO NEW Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Number of Shares
6,854
Previous 6,760 1.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
BUY
N/A
94 Added 1.39%
6,854 $0
Q1 2025

May 07, 2025
SELL
N/A
-397 Reduced 5.55%
6,760 $0
Q4 2024

Feb 11, 2025
BUY
N/A
496 Added 7.45%
7,157 $0
Q3 2024

Nov 08, 2024
BUY
N/A
775 Added 13.17%
6,661 $0
Q2 2024

Aug 07, 2024
BUY
N/A
591 Added 11.16%
5,886 $0
Q1 2024

May 10, 2024
BUY
N/A
457 Added 9.45%
5,295 $0
Q4 2023

Feb 14, 2024
BUY
N/A
890 Added 22.54%
4,838 $0
Q3 2023

Nov 13, 2023
BUY
N/A
831 Added 26.66%
3,948 $0
Q2 2023

Jul 31, 2023
BUY
N/A
85 Added 2.8%
3,117 $0
Q1 2023

May 10, 2023
BUY
N/A
129 Added 4.44%
3,032 $0
Q4 2022

Feb 07, 2023
SELL
N/A
-231 Reduced 7.37%
2,903 $0
Q3 2022

Nov 14, 2022
BUY
N/A
5 Added 0.16%
3,134 $3.77 Million
Q2 2022

Aug 12, 2022
BUY
N/A
3,129 New
3,129 $3.8 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-1,790 Closed
0 $0
Q3 2020

Nov 09, 2020
SELL
N/A
-241 Reduced 11.87%
1,790 $2.4 Million
Q2 2020

Aug 13, 2020
BUY
N/A
246 Added 13.78%
2,031 $2.63 Million
Q1 2020

May 14, 2020
SELL
N/A
-95 Reduced 5.05%
1,785 $2.27 Million
Q4 2019

Feb 14, 2020
SELL
N/A
-127 Reduced 6.33%
1,880 $2.73 Million
Q3 2019

Nov 13, 2019
BUY
N/A
110 Added 5.8%
2,007 $3.06 Million
Q2 2019

Aug 09, 2019
BUY
N/A
66 Added 3.6%
1,897 $2.59 Million
Q1 2019

May 08, 2019
BUY
N/A
165 Added 9.9%
1,831 $2.37 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-51 Reduced 2.97%
1,666 $2.1 Million
Q3 2018

Nov 14, 2018
BUY
N/A
48 Added 2.88%
1,717 $2.22 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-189 Reduced 10.17%
1,669 $2.1 Million
Q1 2018

May 15, 2018
SELL
N/A
-103 Reduced 5.25%
1,858 $2.4 Million
Q4 2017

Feb 14, 2018
BUY
N/A
110 Added 5.94%
1,961 $2.57 Million
Q3 2017

Nov 14, 2017
BUY
N/A
34 Added 1.87%
1,851 $2.43 Million
Q2 2017

Aug 14, 2017
BUY
N/A
1,817
1,817 $2.38 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email