LEGACY WEALTH PLANNING, LLC – LPL Financial Holdings Inc. Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$415,000
portfolio value
LEGACY WEALTH PLANNING, 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 | +1.06% | 20 shares | 68K | $218.48 | 1.90K |
| Q2 2022 | share | 0.00% | 0 shares | 3K | $184.48 | 1.88K | |
| Q1 2022 | share | Increase | +15.33% | 250 shares | 83K | $182.68 | 1.88K |
| Q4 2021 | share | Increase | +13.98% | 200 shares | 37K | $161.87 | 1.63K |
| Q3 2021 | share | Increase | 0.00% | 1.43K shares | 224K | $156.52 | 1.43K |