HERITAGE WEALTH MANAGEMENT, LLC – LPL Financial Holdings Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$716,000
portfolio value
HERITAGE WEALTH MANAGEMENT, 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 | +9.34% | 280 shares | 162.82K | $218.48 | 3.27K |
| Q2 2022 | share | Increase | +14.47% | 379 shares | 74.17K | $184.48 | 2.99K |
| Q1 2022 | share | Increase | +107.28% | 1.35K shares | 281K | $182.68 | 2.62K |
| Q3 2021 | share | Increase | +15.33% | 168 shares | 50K | $156.52 | 1.26K |
| Q2 2021 | share | Increase | +72.60% | 461 shares | 58K | $134.55 | 1.09K |
| Q1 2021 | share | Increase | 0.00% | 635 shares | 90K | $141.47 | 635 |