A detailed history of Cetera Trust Company, N.A transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cetera Trust Company, N.A holds 1,160 shares of LPLA stock, worth $379,726. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,160
Previous 1,160 -0.0%
Holding current value
$379,726
Previous $324 Million 16.71%
% of portfolio
0.17%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$230.75 - $273.77 $11,537 - $13,688
-50 Reduced 4.13%
1,160 $306 Million
Q4 2023

Feb 01, 2024

BUY
$209.89 - $239.77 $253,966 - $290,121
1,210 New
1,210 $275 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 $26.1B
  • 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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