A detailed history of Cynosure Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cynosure Management, LLC holds 1,339 shares of LPLA stock, worth $408,261. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,339
Previous 1,164 15.03%
Holding current value
$408,261
Previous $307,000 21.5%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $24.3B
  • 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
Track This Portfolio

Track Cynosure Management, LLC Portfolio

Follow Cynosure Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cynosure Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cynosure Management, LLC with notifications on news.