Lpl Financial LLC Donoghue Forlines Risk Managed Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

A detailed history of Lpl Financial LLC transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Lpl Financial LLC holds 19,695 shares of DFNV stock, worth $757,075. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,695
Previous 22,743 13.4%
Holding current value
$757,075
Previous $813,000 7.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
SELL
$37.28 - $38.2 $113,629 - $116,433
-3,048 Reduced 13.4%
19,695 $752,000
Q4 2024

Feb 11, 2025
SELL
$33.07 - $38.38 $341,513 - $396,350
-10,327 Reduced 31.23%
22,743 $823,000
Q3 2024

Nov 08, 2024
SELL
$29.3 - $33.61 $130,267 - $149,430
-4,446 Reduced 11.85%
33,070 $1.11 Million
Q2 2024

Aug 07, 2024
BUY
$0.0 - $31.57 $0 - $57,804
1,831 Added 5.13%
37,516 $1.18 Million
Q4 2023

Feb 14, 2024
SELL
$23.6 - $28.12 $12,083 - $14,397
-512 Reduced 1.41%
35,685 $991,000
Q3 2023

Nov 13, 2023
BUY
$24.54 - $26.7 $888,274 - $966,459
36,197 New
36,197 $899,000
Q2 2022

Aug 12, 2022
SELL
$21.03 - $27.18 $207,860 - $268,647
-9,884 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$23.88 - $29.22 $236,029 - $288,810
9,884 New
9,884 $264,000

Others Institutions Holding DFNV

# of Institutions
11
Shares Held
391K
Call Options Held
0
Put Options Held
0
View Full List

About DONOGHUE FORLINES RISK MANAGED

DFNV Quotes by TradingView
  • Ticker DFNV
  • Sector ETFs
  • Industry ETFs
More about DFNV
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