A detailed history of Sterling Group Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 6,629 shares of LPLA stock, worth $1.41 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
6,629
Holding current value
$1.41 Million
% of portfolio
1.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$256.41 - $288.82 $1.7 Million - $1.91 Million
6,629 New
6,629 $1.85 Million
Q4 2023

Jan 12, 2024

SELL
$209.89 - $239.77 $24,767 - $28,292
-118 Reduced 1.72%
6,734 $1.53 Billion
Q3 2023

Oct 11, 2023

SELL
$218.49 - $247.52 $30,588 - $34,652
-140 Reduced 2.0%
6,852 $1.63 Billion
Q2 2023

Jul 06, 2023

BUY
$180.95 - $217.9 $904 - $1,089
5 Added 0.07%
6,992 $1.52 Billion
Q1 2023

Apr 21, 2023

BUY
$192.0 - $255.57 $15,168 - $20,190
79 Added 1.14%
6,987 $1.41 Billion
Q4 2022

Feb 17, 2023

BUY
$206.94 - $269.62 $1.43 Million - $1.86 Million
6,908 New
6,908 $1.49 Billion

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 $16.9B
  • 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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