DANA INVESTMENT ADVISORS, INC. – LPL Financial Holdings Inc. Transaction History
DANA INVESTMENT ADVISORS, INC. portfolio value:
$2.69M
portfolio value
DANA INVESTMENT ADVISORS, INC. 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 | Decrease | -11.09% | -1.54K shares | 135K | $218.48 | 12.35K |
| Q2 2022 | share | Decrease | -5.45% | -800 shares | -121K | $184.48 | 13.89K |
| Q1 2022 | share | Decrease | -4.90% | -757 shares | 211K | $182.68 | 14.69K |
| Q4 2021 | share | Decrease | -1.66% | -261 shares | 10K | $161.87 | 15.44K |
| Q3 2021 | share | Decrease | -0.91% | -144 shares | 323K | $156.52 | 15.70K |
| Q2 2021 | share | Decrease | -0.55% | -88 shares | -126K | $134.55 | 15.85K |
| Q1 2021 | share | Decrease | -36.19% | -9.04K shares | -338K | $141.47 | 15.94K |
| Q4 2020 | share | Decrease | -11.65% | -3.29K shares | 436K | $103.53 | 24.98K |
| Q3 2020 | share | Decrease | -3.13% | -914 shares | -121K | $75.95 | 28.27K |
| Q2 2020 | share | Increase | 0.00% | 29.19K shares | 2.28M | $77.43 | 29.19K |