Alera Investment Advisors, LLC Lpl Financial Holdings Inc. Transaction History

Alera Investment Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$256.41 - $288.82 $409,486 - $461,245	-1,597 Reduced 60.17%	1,057 $295,000
Q1 2024 May 10, 2024	SELL	$230.75 - $273.77 $8,768 - $10,403	-38 Reduced 1.41%	2,654 $701,000
Q4 2023 Jan 23, 2024	SELL	$209.89 - $239.77 $285,660 - $326,326	-1,361 Reduced 33.58%	2,692 $612,000
Q3 2023 Oct 11, 2023	SELL	$218.49 - $247.52 $3,277 - $3,712	-15 Reduced 0.37%	4,053 $963,000
Q2 2023 Jul 26, 2023	BUY	$180.95 - $217.9 $31,123 - $37,478	172 Added 4.41%	4,068 $884,000
Q1 2023 May 01, 2023	BUY	$192.0 - $255.57 $8,256 - $10,989	43 Added 1.12%	3,896 $788,000
Q4 2022 Feb 02, 2023	SELL	$206.94 - $269.62 $4,138 - $5,392	-20 Reduced 0.52%	3,853 $832,000
Q3 2022 Nov 09, 2022	BUY	$172.53 - $233.2 $191,853 - $259,318	1,112 Added 40.28%	3,873 $846,000
Q2 2022 Aug 08, 2022	BUY	$167.48 - $218.52 $462,412 - $603,333	2,761 New	2,761 $510,000

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.3B
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...

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