American Trust Lpl Financial Holdings Inc. Transaction History

American Trust

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 16, 2023	SELL	$206.94 - $269.62 $225,564 - $293,885	-1,090 Reduced 34.28%	2,090 $451,000
Q3 2022 Dec 02, 2022	SELL	$172.53 - $233.2 $131,295 - $177,465	-761 Reduced 19.31%	3,180 $695,000
Q2 2022 Oct 03, 2022	SELL	$167.48 - $218.52 $133,649 - $174,378	-798 Reduced 16.84%	3,941 $727,000
Q1 2022 Jun 08, 2022	BUY	$143.67 - $190.77 $45,112 - $59,901	314 Added 7.1%	4,739 $866,000
Q4 2021 Mar 17, 2022	BUY	$152.65 - $175.02 $675,476 - $774,463	4,425 New	4,425 $708,000

709

68.4M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $27.8B
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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