ALERA INVESTMENT ADVISORS, LLC – LPL Financial Holdings Inc. Transaction History
ALERA INVESTMENT ADVISORS, LLC portfolio value:
$846,000
portfolio value
ALERA INVESTMENT 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 | Increase | +40.28% | 1.11K shares | 336K | $218.48 | 3.87K |
| Q2 2022 | share | Increase | 0.00% | 2.76K shares | 510K | $184.48 | 2.76K |