Lpl Financial LLC HARTFORD FDS EXCHANGE TRADED Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025
Number of Shares
358,154
Previous 302,382 18.44%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
55,772 Added 18.44%
358,154 $0
Q2 2025

Aug 12, 2025
SELL
N/A
-226,091 Reduced 42.78%
302,382 $0
Q1 2025

May 07, 2025
BUY
N/A
35,777 Added 7.26%
528,473 $0
Q4 2024

Feb 11, 2025
BUY
N/A
7,416 Added 1.53%
492,696 $0
Q3 2024

Nov 08, 2024
BUY
N/A
48,818 Added 11.18%
485,280 $0
Q2 2024

Aug 07, 2024
SELL
N/A
-132,356 Reduced 23.27%
436,462 $0
Q1 2024

May 10, 2024
BUY
N/A
12,772 Added 2.3%
568,818 $0
Q4 2023

Feb 14, 2024
BUY
N/A
419,166 Added 306.23%
556,046 $0
Q3 2023

Nov 13, 2023
BUY
N/A
26,699 Added 24.23%
136,880 $0
Q2 2023

Jul 31, 2023
BUY
N/A
11,449 Added 11.6%
110,181 $0
Q1 2023

May 10, 2023
BUY
N/A
1,197 Added 1.23%
98,732 $0
Q4 2022

Feb 07, 2023
BUY
N/A
72,678 Added 292.38%
97,535 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-26,372 Reduced 51.48%
24,857 $931,000
Q2 2022

Aug 12, 2022
SELL
N/A
-27,217 Reduced 34.7%
51,229 $1.95 Million
Q1 2022

May 16, 2022
SELL
N/A
-53,522 Reduced 40.56%
78,446 $3.08 Million
Q4 2021

Feb 14, 2022
BUY
N/A
29,005 Added 28.17%
131,968 $5.35 Million
Q3 2021

Nov 15, 2021
BUY
N/A
7,909 Added 8.32%
102,963 $4.22 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-3,955 Reduced 3.99%
95,054 $3.9 Million
Q1 2021

May 14, 2021
BUY
N/A
60,812 Added 159.21%
99,009 $4.06 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-2,368 Reduced 5.84%
38,197 $1.57 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-120 Reduced 0.29%
40,565 $1.66 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-20,176 Reduced 33.15%
40,685 $1.65 Million
Q1 2020

May 14, 2020
BUY
N/A
5,586 Added 10.11%
60,861 $2.33 Million
Q4 2019

Feb 14, 2020
BUY
N/A
6,210 Added 12.66%
55,275 $2.26 Million
Q3 2019

Nov 13, 2019
BUY
N/A
16,760 Added 51.88%
49,065 $2 Million
Q2 2019

Aug 09, 2019
BUY
N/A
32,305 New
32,305 $1.32 Million
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