Lpl Financial LLC Wisdomtree Bloomberg U.S. Doll Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Lpl Financial LLC holds 434,354 shares of USDU stock, worth $11.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

434,354

Previous 296,170 46.66%

Holding current value

$11.8 Million

Previous $7.86 Million 52.91%

% of portfolio

0.01%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$26.57 - $28.65 $3.67 Million - $3.96 Million	138,184 Added 46.66%	434,354 $12 Million
Q3 2024 Nov 08, 2024	BUY	$26.31 - $27.16 $7.42 Million - $7.66 Million	281,964 Added 1984.82%	296,170 $7.86 Million
Q2 2024 Aug 07, 2024	SELL	$26.12 - $27.15 $613,297 - $637,482	-23,480 Reduced 62.3%	14,206 $384,000
Q1 2024 May 10, 2024	SELL	$25.3 - $26.2 $1.39 Million - $1.44 Million	-55,049 Reduced 59.36%	37,686 $987,000
Q4 2023 Feb 14, 2024	SELL	$25.06 - $27.98 $911,331 - $1.02 Million	-36,366 Reduced 28.17%	92,735 $2.33 Million
Q3 2023 Nov 13, 2023	BUY	$25.82 - $27.72 $3.33 Million - $3.58 Million	129,101 New	129,101 $3.57 Million
Q1 2023 May 10, 2023	SELL	$25.37 - $26.62 $3.38 Million - $3.55 Million	-133,350 Reduced 45.14%	162,085 $4.23 Million
Q4 2022 Feb 07, 2023	SELL	$26.05 - $30.09 $2.31 Million - $2.67 Million	-88,721 Reduced 23.1%	295,435 $7.7 Million
Q3 2022 Nov 14, 2022	BUY	$27.94 - $30.12 $8.09 Million - $8.73 Million	289,705 Added 306.73%	384,156 $11.4 Million
Q2 2022 Aug 12, 2022	BUY	$26.49 - $28.14 $2.5 Million - $2.66 Million	94,451 New	94,451 $2.64 Million
Q2 2021 Aug 13, 2021	SELL	$24.93 - $25.73 $223,472 - $230,643	-8,964 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$24.91 - $25.83 $223,293 - $231,540	8,964 New	8,964 $231,000
Q4 2020 Feb 12, 2021	SELL	$25.02 - $26.63 $222,177 - $236,474	-8,880 Closed	0 $0
Q3 2020 Nov 09, 2020	SELL	$26.18 - $27.5 $13,168 - $13,832	-503 Reduced 5.36%	8,880 $237,000
Q2 2020 Aug 13, 2020	BUY	$27.16 - $28.98 $254,842 - $271,919	9,383 New	9,383 $259,000
Q3 2017 Nov 14, 2017	SELL	N/A	-14,402 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	14,402	14,402 $378,000

Others Institutions Holding USDU

# of Institutions

Shares Held

5.99M

Call Options Held

10.8K

Put Options Held

1.6K

View Full List

About WISDOMTREE BLOOMBERG U.S. DOLL

Ticker USDU
Sector ETFs
Industry ETFs

More about USDU

Track This Portfolio

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.

Account

Lpl Financial LLC Wisdomtree Bloomberg U.S. Doll Transaction History