A detailed history of Apollon Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 909 shares of LPLA stock, worth $302,778. This represents 0.01% of its overall portfolio holdings.

Number of Shares
909
Previous 1,035 12.17%
Holding current value
$302,778
Previous $289,000 26.99%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$193.0 - $282.1 $24,318 - $35,544
-126 Reduced 12.17%
909 $211,000
Q2 2024

Jul 19, 2024

BUY
$256.41 - $288.82 $4,102 - $4,621
16 Added 1.57%
1,035 $289,000
Q1 2024

May 02, 2024

BUY
$230.75 - $273.77 $13,152 - $15,604
57 Added 5.93%
1,019 $269,000
Q4 2023

Feb 06, 2024

BUY
$209.89 - $239.77 $201,914 - $230,658
962 New
962 $218,000
Q2 2023

Aug 04, 2023

BUY
$180.95 - $217.9 $180,588 - $217,464
998 New
998 $216,000
Q4 2022

Feb 15, 2023

SELL
$206.94 - $269.62 $38,490 - $50,149
-186 Reduced 16.19%
963 $208,000
Q3 2022

Nov 08, 2022

BUY
$172.53 - $233.2 $3,105 - $4,197
18 Added 1.59%
1,149 $251,000
Q2 2022

Aug 11, 2022

BUY
$167.48 - $218.52 $189,419 - $247,146
1,131 New
1,131 $209,000
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $239,785 - $318,395
-1,669 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $59,991 - $68,782
393 Added 30.8%
1,669 $267,000
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $162,792 - $205,601
1,276 New
1,276 $200,000

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 $26.6B
  • 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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