A detailed history of Sjs Investment Consulting Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Sjs Investment Consulting Inc. holds 21 shares of LPLA stock, worth $7,327. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21
Previous 22 4.55%
Holding current value
$7,327
Previous $6,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2024

SELL
$193.0 - $282.1 $193 - $282
-1 Reduced 4.55%
21 $4,000
Q4 2023

Jan 16, 2024

SELL
$209.89 - $239.77 $419 - $479
-2 Reduced 8.33%
22 $5,000
Q3 2023

Oct 17, 2023

BUY
$218.49 - $247.52 $655 - $742
3 Added 14.29%
24 $5,000
Q2 2023

Jul 13, 2023

BUY
$180.95 - $217.9 $1,447 - $1,743
8 Added 61.54%
21 $4,000
Q1 2023

Apr 20, 2023

SELL
$192.0 - $255.57 $1,536 - $2,044
-8 Reduced 38.1%
13 $2,000
Q4 2022

Jan 23, 2023

BUY
$206.94 - $269.62 $1,655 - $2,156
8 Added 61.54%
21 $0
Q3 2022

Oct 13, 2022

BUY
$172.53 - $233.2 $1,725 - $2,332
10 Added 333.33%
13 $3,000
Q1 2022

May 05, 2022

BUY
$143.67 - $190.77 $431 - $572
3 New
3 $1,000

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 $27.8B
  • 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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