Lpl Financial LLC Principal ETF Principal Health Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	SELL	$33.52 - $37.72 $1,977 - $2,225	-59 Reduced 0.95%	6,174 $225,000
Q1 2024 May 10, 2024	SELL	$35.22 - $39.75 $21,413 - $24,168	-608 Reduced 8.89%	6,233 $236,000
Q4 2023 Feb 14, 2024	SELL	$26.01 - $37.09 $3,693 - $5,266	-142 Reduced 2.03%	6,841 $248,000
Q3 2023 Nov 13, 2023	SELL	$29.59 - $36.66 $26,483 - $32,810	-895 Reduced 11.36%	6,983 $210,000
Q2 2023 Jul 31, 2023	SELL	$32.75 - $37.99 $44,212 - $51,286	-1,350 Reduced 14.63%	7,878 $283,000
Q1 2023 May 10, 2023	BUY	$31.99 - $37.9 $4,382 - $5,192	137 Added 1.51%	9,228 $306,000
Q4 2022 Feb 07, 2023	BUY	$31.95 - $35.3 $22,428 - $24,780	702 Added 8.37%	9,091 $305,000
Q3 2022 Nov 14, 2022	BUY	N/A	1,140 Added 15.73%	8,389 $288,000
Q2 2022 Aug 12, 2022	SELL	N/A	-1,663 Reduced 18.66%	7,249 $234,000
Q1 2022 May 16, 2022	SELL	N/A	-1,386 Reduced 13.46%	8,912 $353,000
Q4 2021 Feb 14, 2022	SELL	N/A	-5,041 Reduced 32.86%	10,298 $487,000
Q3 2021 Nov 15, 2021	SELL	N/A	-114 Reduced 0.74%	15,339 $838,000
Q2 2021 Aug 13, 2021	BUY	N/A	1,421 Added 10.13%	15,453 $941,000
Q1 2021 May 14, 2021	BUY	N/A	4,452 Added 46.47%	14,032 $812,000
Q4 2020 Feb 12, 2021	BUY	N/A	9,580 New	9,580 $563,000
Q3 2020 Nov 09, 2020	SELL	N/A	-11,566 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	N/A	11,566 New	11,566 $516,000
Q2 2019 Aug 09, 2019	SELL	N/A	-32,021 Closed	0 $0
Q1 2019 May 08, 2019	BUY	N/A	32,021 New	32,021 $1.12 Million

Others Institutions Holding BTEC

# of Institutions

1

Shares Held

143

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

143
Shares

$0
0.0% of portfolio

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