Lpl Financial LLC Franklin Templeton ETF Tr Geno Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Franklin Templeton ETF Tr Geno stock. As of the latest transaction made, Lpl Financial LLC holds 9,096 shares of HELX stock, worth $286,433. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,096
Previous 21,680 58.04%
Holding current value
$286,433
Previous $682,000 58.06%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
N/A
-12,584 Reduced 58.04%
9,096 $286,000
Q2 2025

Aug 12, 2025
BUY
N/A
3,830 Added 21.46%
21,680 $682,000
Q1 2025

May 07, 2025
BUY
N/A
885 Added 5.22%
17,850 $562,000
Q4 2024

Feb 11, 2025
BUY
N/A
2,768 Added 19.5%
16,965 $534,000
Q3 2024

Nov 08, 2024
BUY
$31.49 - $31.49 $106,247 - $106,247
3,374 Added 31.17%
14,197 $447,000
Q2 2024

Aug 07, 2024
BUY
$29.46 - $32.57 $46,694 - $51,623
1,585 Added 17.16%
10,823 $342,000
Q1 2024

May 10, 2024
BUY
$29.38 - $32.86 $63,901 - $71,470
2,175 Added 30.79%
9,238 $302,000
Q4 2023

Feb 14, 2024
SELL
$25.36 - $30.78 $52,292 - $63,468
-2,062 Reduced 22.6%
7,063 $215,000
Q3 2023

Nov 13, 2023
BUY
$28.17 - $31.5 $22,395 - $25,042
795 Added 9.54%
9,125 $258,000
Q2 2023

Jul 31, 2023
SELL
$29.36 - $31.55 $212,331 - $228,169
-7,232 Reduced 46.47%
8,330 $251,000
Q1 2023

May 10, 2023
BUY
$28.79 - $32.65 $106,033 - $120,249
3,683 Added 31.0%
15,562 $472,000
Q4 2022

Feb 07, 2023
BUY
$29.53 - $36.22 $58,764 - $72,077
1,990 Added 20.12%
11,879 $357,000
Q3 2022

Nov 14, 2022
BUY
N/A
9,889 New
9,889 $293,000
Q1 2022

May 16, 2022
SELL
N/A
-4,903 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
4,903 New
4,903 $238,000

Others Institutions Holding HELX

# of Institutions
7
Shares Held
14.3K
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN TEMPLETON ETF TR GENO

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