LVW ADVISORS, LLC – LPL Financial Holdings Inc. Transaction History
LVW ADVISORS, LLC portfolio value:
$1.12M
portfolio value
LVW ADVISORS, 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 | Decrease | -2.87% | -152 shares | 147K | $218.48 | 5.13K |
| Q2 2022 | share | Increase | +4.81% | 243 shares | 54K | $184.48 | 5.29K |
| Q1 2022 | share | Decrease | -9.18% | -510 shares | 32K | $182.68 | 5.04K |
| Q4 2021 | share | Decrease | -0.39% | -22 shares | 15K | $161.87 | 5.55K |
| Q3 2021 | share | Increase | +2.22% | 121 shares | 138K | $156.52 | 5.57K |
| Q2 2021 | share | Decrease | -10.60% | -647 shares | -131K | $134.55 | 5.45K |
| Q1 2021 | share | Increase | 0.00% | 6.10K shares | 868K | $141.47 | 6.10K |