Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 14, 2020

SELL
N/A
-3,779 Closed
0 $0
Q3 2019

Nov 13, 2019

SELL
N/A
-3,415 Reduced 47.47%
3,779 $212,000
Q2 2019

Aug 09, 2019

BUY
N/A
348 Added 5.08%
7,194 $501,000
Q1 2019

May 08, 2019

BUY
N/A
952 Added 16.15%
6,846 $575,000
Q4 2018

Feb 07, 2019

BUY
N/A
2,014 Added 51.91%
5,894 $353,000
Q3 2018

Nov 14, 2018

SELL
N/A
-1,446 Reduced 27.15%
3,880 $291,000
Q2 2018

Aug 14, 2018

BUY
N/A
677 Added 14.56%
5,326 $535,000
Q1 2018

May 15, 2018

BUY
N/A
1,816 Added 64.1%
4,649 $489,000
Q4 2017

Feb 14, 2018

BUY
N/A
2,833
2,833 $320,000
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.