Lpl Financial LLC Principal ETF Principal Millen Transaction History

Lpl Financial LLC

$196 Billion
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$39.3 - $45.49 $5,541 - $6,414	-141 Reduced 2.51%	5,483 $217,000
Q2 2023 Jul 31, 2023	SELL	$39.46 - $43.5 $19,098 - $21,054	-484 Reduced 7.92%	5,624 $240,000
Q1 2023 May 10, 2023	BUY	$39.76 - $47.03 $874 - $1,034	22 Added 0.36%	6,108 $262,000
Q4 2022 Feb 07, 2023	SELL	$32.89 - $40.76 $52,327 - $64,849	-1,591 Reduced 20.72%	6,086 $233,000
Q3 2022 Nov 14, 2022	SELL	N/A	-1,908 Reduced 19.91%	7,677 $261,000
Q2 2022 Aug 12, 2022	SELL	N/A	-6,393 Reduced 40.01%	9,585 $377,000
Q1 2022 May 16, 2022	SELL	N/A	-114,390 Reduced 87.74%	15,978 $781,000
Q4 2021 Feb 14, 2022	BUY	N/A	5,016 Added 4.0%	130,368 $7.52 Million
Q3 2021 Nov 15, 2021	BUY	N/A	12,347 Added 10.93%	125,352 $7.62 Million
Q2 2021 Aug 13, 2021	BUY	N/A	104,921 Added 1297.88%	113,005 $7.52 Million
Q1 2021 May 14, 2021	BUY	N/A	4,535 Added 127.78%	8,084 $494,000
Q4 2020 Feb 12, 2021	BUY	N/A	3,549 New	3,549 $206,000
Q3 2018 Nov 14, 2018	SELL	N/A	-5,550 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	5,550 New	5,550 $205,000

Others Institutions Holding GENY

# of Institutions

1

Shares Held

847

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

847
Shares

$0
0.0% of portfolio

About PRINCIPAL ETF PRINCIPAL MILLEN

Ticker GENY
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