A detailed history of I A Global Asset Management Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, I A Global Asset Management Inc. holds 1,175 shares of LPLA stock, worth $358,257. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,175
Previous 1,434 18.06%
Holding current value
$358,257
Previous $379,000 13.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2024

SELL
$256.41 - $288.82 $66,410 - $74,804
-259 Reduced 18.06%
1,175 $328,000
Q1 2024

May 15, 2024

SELL
$230.75 - $273.77 $74,532 - $88,427
-323 Reduced 18.38%
1,434 $379,000
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $6,506 - $7,432
31 Added 1.8%
1,757 $400,000
Q3 2023

Nov 15, 2023

BUY
$218.49 - $247.52 $377,113 - $427,219
1,726 New
1,726 $410,000

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
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