AUREUS ASSET MANAGEMENT, LLC – LPL Financial Holdings Inc. Transaction History
AUREUS ASSET MANAGEMENT, LLC portfolio value:
$1.29M
portfolio value
AUREUS ASSET MANAGEMENT, LLC quarter portfolio value change:
+18.43%
quarter
LPL Financial Holdings Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 201K | $218.48 | 5.90K | |
| Q2 2022 | share | 0.00% | 0 shares | 10K | $184.48 | 5.90K | |
| Q1 2022 | share | 0.00% | 0 shares | 134K | $182.68 | 5.90K | |
| Q4 2021 | share | 0.00% | 0 shares | 19K | $161.87 | 5.90K | |
| Q3 2021 | share | 0.00% | 0 shares | 129K | $156.52 | 5.90K | |
| Q2 2021 | share | 0.00% | 0 shares | -42K | $134.55 | 5.90K | |
| Q1 2021 | share | Increase | +0.94% | 55 shares | 229K | $141.47 | 5.90K |
| Q4 2020 | share | 0.00% | 0 shares | 161K | $103.53 | 5.85K | |
| Q3 2020 | share | Increase | 0.00% | 5.85K shares | 449K | $75.95 | 5.85K |