Lpl Financial LLC Donoghue Forlines Risk Managed Transaction History

Lpl Financial LLC

$320 Billion
Q3 2025

A detailed history of Lpl Financial LLC transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Lpl Financial LLC holds 17,092 shares of DFNV stock, worth $657,016. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,092

Previous 19,695 13.22%

Holding current value

$657,016

Previous $752,000 12.63%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$38.44 - $39.01 $100,059 - $101,543	-2,603 Reduced 13.22%	17,092 $657,000
Q2 2025 Aug 12, 2025	SELL	$37.28 - $38.2 $113,629 - $116,433	-3,048 Reduced 13.4%	19,695 $752,000
Q4 2024 Feb 11, 2025	SELL	$33.07 - $38.38 $341,513 - $396,350	-10,327 Reduced 31.23%	22,743 $823,000
Q3 2024 Nov 08, 2024	SELL	$29.3 - $33.61 $130,267 - $149,430	-4,446 Reduced 11.85%	33,070 $1.11 Million
Q2 2024 Aug 07, 2024	BUY	$0.0 - $31.57 $0 - $57,804	1,831 Added 5.13%	37,516 $1.18 Million

Q4 2023 Feb 14, 2024	SELL	$23.6 - $28.12 $12,083 - $14,397	-512 Reduced 1.41%	35,685 $991,000
Q3 2023 Nov 13, 2023	BUY	$24.54 - $26.7 $888,274 - $966,459	36,197 New	36,197 $899,000
Q2 2022 Aug 12, 2022	SELL	$21.03 - $27.18 $207,860 - $268,647	-9,884 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$23.88 - $29.22 $236,029 - $288,810	9,884 New	9,884 $264,000

Others Institutions Holding DFNV

# of Institutions

Shares Held

382K

Call Options Held

Put Options Held

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About DONOGHUE FORLINES RISK MANAGED

Ticker DFNV
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Lpl Financial LLC Donoghue Forlines Risk Managed Transaction History