Lpl Financial LLC Usaa ETF Tr Msci Usa Value Mom Transaction History

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

A detailed history of Lpl Financial LLC transactions in Usaa ETF Tr Msci Usa Value Mom stock. As of the latest transaction made, Lpl Financial LLC holds 5,758 shares of ULVM stock, worth $497,606. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,758
Previous 5,369 7.25%
Holding current value
$497,606
Previous $431,000 7.19%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$78.03 - $85.22 $30,353 - $33,150
389 Added 7.25%
5,758 $462,000
Q4 2024

Feb 11, 2025
BUY
$79.71 - $87.22 $95,333 - $104,315
1,196 Added 28.66%
5,369 $431,000
Q3 2024

Nov 08, 2024
BUY
$73.24 - $80.84 $305,630 - $337,345
4,173 New
4,173 $337,000

Others Institutions Holding ULVM

# of Institutions
13
Shares Held
1.57M
Call Options Held
0
Put Options Held
0
View Full List

About USAA ETF TR MSCI USA VALUE MOM

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