WEALTH ALLIANCE – LPL Financial Holdings Inc. Transaction History
WEALTH ALLIANCE portfolio value:
$510,000
portfolio value
WEALTH ALLIANCE 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 | -2.01% | -48 shares | 70K | $218.48 | 2.33K |
| Q2 2022 | share | Increase | +29.14% | 538 shares | 103K | $184.48 | 2.38K |
| Q1 2022 | share | Increase | +21.45% | 326 shares | 94K | $182.68 | 1.84K |
| Q4 2021 | share | Increase | +3.05% | 45 shares | 12K | $161.87 | 1.52K |
| Q3 2021 | share | Increase | 0.00% | 1.47K shares | 231K | $156.52 | 1.47K |
| Q2 2021 | share | Decrease | -100.00% | -1.40K shares | -200K | $134.55 | 0 |
| Q1 2021 | share | Increase | 0.00% | 1.40K shares | 200K | $141.47 | 1.40K |