A detailed history of Applied Finance Capital Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Applied Finance Capital Management, LLC holds 3,472 shares of LPLA stock, worth $1.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,472
Previous 1,757 97.61%
Holding current value
$1.09 Million
Previous $491 Million 1.17%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 08, 2024

SELL
$193.0 - $282.1 $330,995 - $483,801
-1,715 Reduced 49.4%
1,757 $409 Million
Q3 2024

Nov 01, 2024

BUY
$193.0 - $282.1 $330,995 - $483,801
1,715 Added 97.61%
3,472 $485 Million
Q2 2024

Jul 31, 2024

BUY
$256.41 - $288.82 $450,512 - $507,456
1,757 New
1,757 $491 Million

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 $25.1B
  • 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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