Lpl Financial LLC Principal Exchange Traded Fds Transaction History

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

A detailed history of Lpl Financial LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Lpl Financial LLC holds 390,241 shares of YLD stock, worth $7.59 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
390,241
Previous 313,717 24.39%
Holding current value
$7.59 Million
Previous $5.98 Million 27.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024
BUY
$18.89 - $19.62 $1.45 Million - $1.5 Million
76,524 Added 24.39%
390,241 $7.62 Million
Q2 2024

Aug 07, 2024
BUY
$18.74 - $19.15 $4.4 Million - $4.49 Million
234,713 Added 297.09%
313,717 $5.98 Million
Q1 2024

May 10, 2024
BUY
$18.75 - $19.2 $745,293 - $763,180
39,749 Added 101.26%
79,004 $1.51 Million
Q4 2023

Feb 14, 2024
SELL
$17.66 - $19.07 $36,097 - $38,979
-2,044 Reduced 4.95%
39,255 $740,000
Q3 2023

Nov 13, 2023
BUY
$18.0 - $18.49 $170,766 - $175,414
9,487 Added 29.82%
41,299 $745,000
Q2 2023

Jul 31, 2023
BUY
$18.08 - $18.44 $61,453 - $62,677
3,399 Added 11.96%
31,812 $584,000
Q1 2023

May 10, 2023
SELL
$17.85 - $18.59 $220,161 - $229,289
-12,334 Reduced 30.27%
28,413 $520,000
Q4 2022

Feb 07, 2023
BUY
$17.34 - $18.43 $98,439 - $104,627
5,677 Added 16.19%
40,747 $727,000
Q3 2022

Nov 14, 2022
BUY
$17.3 - $18.84 $17,888 - $19,480
1,034 Added 3.04%
35,070 $608,000
Q2 2022

Aug 12, 2022
SELL
$17.75 - $19.87 $49,664 - $55,596
-2,798 Reduced 7.6%
34,036 $604,000
Q1 2022

May 16, 2022
SELL
$19.56 - $20.81 $118,025 - $125,567
-6,034 Reduced 14.08%
36,834 $734,000
Q4 2021

Feb 14, 2022
BUY
$20.58 - $21.01 $45,605 - $46,558
2,216 Added 5.45%
42,868 $893,000
Q3 2021

Nov 15, 2021
BUY
$20.65 - $21.08 $421,569 - $430,348
20,415 Added 100.88%
40,652 $851,000
Q2 2021

Aug 13, 2021
BUY
$20.4 - $20.89 $89,209 - $91,351
4,373 Added 27.57%
20,237 $846,000
Q1 2021

May 14, 2021
SELL
$19.78 - $20.4 $66,322 - $68,401
-3,353 Reduced 17.45%
15,864 $647,000
Q4 2020

Feb 12, 2021
BUY
$18.69 - $19.85 $24,166 - $25,666
1,293 Added 7.21%
19,217 $763,000
Q3 2020

Nov 09, 2020
SELL
$18.04 - $19.25 $64,980 - $69,338
-3,602 Reduced 16.73%
17,924 $676,000
Q2 2020

Aug 13, 2020
SELL
$15.85 - $18.63 $113,707 - $133,651
-7,174 Reduced 25.0%
21,526 $778,000
Q1 2020

May 14, 2020
SELL
$14.66 - $20.62 $28,674 - $40,332
-1,956 Reduced 6.38%
28,700 $927,000
Q4 2019

Feb 14, 2020
SELL
$19.83 - $20.57 $10,847 - $11,251
-547 Reduced 1.75%
30,656 $1.26 Million
Q3 2019

Nov 13, 2019
BUY
$19.99 - $20.15 $71,544 - $72,116
3,579 Added 12.96%
31,203 $1.25 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-180 Reduced 0.65%
27,624 $1.11 Million
Q1 2019

May 08, 2019
BUY
N/A
1,287 Added 4.85%
27,804 $1.11 Million
Q4 2018

Feb 07, 2019
BUY
N/A
5,419 Added 25.68%
26,517 $1.01 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-860 Reduced 3.92%
21,098 $859,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,700 Added 8.39%
21,958 $884,000
Q1 2018

May 15, 2018
BUY
N/A
9,329 Added 85.36%
20,258 $809,000
Q4 2017

Feb 14, 2018
BUY
N/A
600 Added 5.81%
10,929 $451,000
Q3 2017

Nov 14, 2017
BUY
N/A
620 Added 6.39%
10,329 $433,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,709
9,709 $405,000

Others Institutions Holding YLD

# of Institutions
52
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

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