A detailed history of Advisor Partners Ii, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Advisor Partners Ii, LLC holds 4,349 shares of LPLA stock, worth $1.21 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,349
Previous 3,857 12.76%
Holding current value
$1.21 Million
Previous $838,000 23.27%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 26, 2023

BUY
$218.49 - $247.52 $107,497 - $121,779
492 Added 12.76%
4,349 $1.03 Million
Q2 2023

Aug 10, 2023

BUY
$180.95 - $217.9 $697,924 - $840,440
3,857 New
3,857 $838,000

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 $22.3B
  • 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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