A detailed history of Cynosure Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cynosure Management, LLC holds 1,724 shares of LPLA stock, worth $563,489. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,724
Previous 1,339 28.75%
Holding current value
$563,489
Previous $373,000 7.51%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 13, 2024

BUY
$193.0 - $282.1 $74,305 - $108,608
385 Added 28.75%
1,724 $401,000
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $44,871 - $50,543
175 Added 15.03%
1,339 $373,000
Q1 2024

May 10, 2024

BUY
$230.75 - $273.77 $268,593 - $318,668
1,164 New
1,164 $307,000

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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