Number of Shares
172,092
Previous 201,173 14.46%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

SELL
N/A
-29,081 Reduced 14.46%
172,092 $0
Q3 2024

Nov 08, 2024

BUY
N/A
321 Added 0.16%
201,173 $0
Q2 2024

Aug 07, 2024

SELL
N/A
-2,040 Reduced 1.01%
200,852 $0
Q1 2024

May 10, 2024

SELL
N/A
-3,199 Reduced 1.55%
202,892 $0
Q4 2023

Feb 14, 2024

BUY
N/A
21,008 Added 11.35%
206,091 $0
Q3 2023

Nov 13, 2023

SELL
N/A
-18,963 Reduced 9.29%
185,083 $0
Q2 2023

Jul 31, 2023

SELL
N/A
-100,889 Reduced 33.09%
204,046 $0
Q1 2023

May 10, 2023

SELL
N/A
-27,350 Reduced 8.23%
304,935 $0
Q4 2022

Feb 07, 2023

BUY
N/A
332,285 New
332,285 $0
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.