Lpl Financial LLC Investment Mngers Ser Tr Ii Ax Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

A detailed history of Lpl Financial LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Lpl Financial LLC holds 81,061 shares of PPI stock, worth $1.38 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
81,061
Previous 94,597 14.31%
Holding current value
$1.38 Million
Previous $1.37 Million 3.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
SELL
$12.75 - $16.34 $172,584 - $221,178
-13,536 Reduced 14.31%
81,061 $1.32 Million
Q1 2025

May 07, 2025
SELL
$14.01 - $15.76 $137,886 - $155,109
-9,842 Reduced 9.42%
94,597 $1.37 Million
Q4 2024

Feb 11, 2025
SELL
$14.4 - $15.75 $5,803 - $6,347
-403 Reduced 0.38%
104,439 $1.51 Million
Q3 2024

Nov 08, 2024
SELL
$14.33 - $15.56 $336,769 - $365,675
-23,501 Reduced 18.31%
104,842 $1.63 Million
Q2 2024

Aug 07, 2024
BUY
$14.82 - $32.35 $1.25 Million - $2.73 Million
84,529 Added 192.93%
128,343 $1.91 Million
Q1 2024

May 10, 2024
BUY
$26.62 - $31.83 $661,932 - $791,484
24,866 Added 131.23%
43,814 $1.39 Million
Q4 2023

Feb 14, 2024
BUY
$24.63 - $27.65 $65,170 - $73,161
2,646 Added 16.23%
18,948 $518,000
Q3 2023

Nov 13, 2023
BUY
$25.06 - $26.78 $21,426 - $22,896
855 Added 5.54%
16,302 $417,000
Q2 2023

Jul 31, 2023
SELL
$23.73 - $25.69 $984,747 - $1.07 Million
-41,498 Reduced 72.87%
15,447 $393,000
Q1 2023

May 10, 2023
BUY
$23.95 - $27.74 $1.15 Million - $1.33 Million
47,968 Added 534.34%
56,945 $1.43 Million
Q4 2022

Feb 07, 2023
SELL
$11.62 - $26.67 $2,382 - $5,467
-205 Reduced 2.23%
8,977 $227,000
Q3 2022

Nov 14, 2022
BUY
$11.0 - $26.46 $101,002 - $242,955
9,182 New
9,182 $206,000

Others Institutions Holding PPI

# of Institutions
42
Shares Held
2.73M
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MNGERS SER TR II AX

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