A detailed history of Ameliora Wealth Management Ltd. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ameliora Wealth Management Ltd. holds 265 shares of LPLA stock, worth $100,710. This represents 0.03% of its overall portfolio holdings.

Number of Shares
265
Previous 330 19.7%
Holding current value
$100,710
Previous $108 Million 16.07%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

SELL
$283.31 - $388.96 $18,415 - $25,282
-65 Reduced 19.7%
265 $90.4 Million
Q4 2024

Jan 28, 2025

BUY
$229.85 - $335.91 $75,850 - $110,850
330 New
330 $108 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 $30.3B
  • 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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