A detailed history of Srs Capital Advisors, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 172 shares of LPLA stock, worth $56,362. This represents 0.0% of its overall portfolio holdings.

Number of Shares
172
Previous 182 5.49%
Holding current value
$56,362
Previous $50,000 20.0%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$193.0 - $282.1 $1,930 - $2,821
-10 Reduced 5.49%
172 $40,000
Q2 2024

Aug 06, 2024

BUY
$256.41 - $288.82 $11,794 - $13,285
46 Added 33.82%
182 $50,000
Q1 2024

May 14, 2024

SELL
$230.75 - $273.77 $1,384 - $1,642
-6 Reduced 4.23%
136 $35,000
Q4 2023

Feb 06, 2024

SELL
$209.89 - $239.77 $10,914 - $12,468
-52 Reduced 26.8%
142 $32,000
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $176,758 - $200,243
-809 Reduced 80.66%
194 $46,000
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $1,447 - $1,743
8 Added 0.8%
1,003 $218,000
Q1 2023

May 16, 2023

BUY
$192.0 - $255.57 $4,224 - $5,622
22 Added 2.26%
995 $201,000
Q4 2022

Feb 24, 2023

BUY
$206.94 - $269.62 $413 - $539
2 Added 0.21%
973 $210,000
Q3 2022

Nov 03, 2022

SELL
$172.53 - $233.2 $9,316 - $12,592
-54 Reduced 5.27%
971 $212,000
Q2 2022

Aug 22, 2022

BUY
$167.48 - $218.52 $59,790 - $78,011
357 Added 53.44%
1,025 $189,000
Q1 2022

May 12, 2022

BUY
$143.67 - $190.77 $95,971 - $127,434
668 New
668 $122,000

Others Institutions Holding LPLA

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $26.1B
  • Description
  • LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...
More about LPLA
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