A detailed history of Lpl Financial LLC transactions in Franklin Templeton ETF Tr Geno stock. As of the latest transaction made, Lpl Financial LLC holds 14,197 shares of HELX stock, worth $447,063. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,197
Previous 10,823 31.17%
Holding current value
$447,063
Previous $342,000 30.7%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$31.49 - $31.49 $106,247 - $106,247
3,374 Added 31.17%
14,197 $447,000
Q2 2024

Aug 07, 2024

BUY
$29.46 - $32.57 $46,694 - $51,623
1,585 Added 17.16%
10,823 $342,000
Q1 2024

May 10, 2024

BUY
$29.38 - $32.86 $63,901 - $71,470
2,175 Added 30.79%
9,238 $302,000
Q4 2023

Feb 14, 2024

SELL
$25.36 - $30.78 $52,292 - $63,468
-2,062 Reduced 22.6%
7,063 $215,000
Q3 2023

Nov 13, 2023

BUY
$28.17 - $31.5 $22,395 - $25,042
795 Added 9.54%
9,125 $258,000
Q2 2023

Jul 31, 2023

SELL
$29.36 - $31.55 $212,331 - $228,169
-7,232 Reduced 46.47%
8,330 $251,000
Q1 2023

May 10, 2023

BUY
$28.79 - $32.65 $106,033 - $120,249
3,683 Added 31.0%
15,562 $472,000
Q4 2022

Feb 07, 2023

BUY
$29.53 - $36.22 $58,764 - $72,077
1,990 Added 20.12%
11,879 $357,000
Q3 2022

Nov 14, 2022

BUY
N/A
9,889 New
9,889 $293,000
Q1 2022

May 16, 2022

SELL
N/A
-4,903 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
N/A
4,903 New
4,903 $238,000

Others Institutions Holding HELX

About FRANKLIN TEMPLETON ETF TR GENO


  • Ticker HELX
  • Sector ETFs
  • Industry ETFs
More about HELX
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