Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 16, 2023

SELL
$206.94 - $269.62 $60,633 - $78,998
-293 Reduced 13.1%
1,943 $420,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $385,777 - $521,435
2,236 New
2,236 $572,000

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 $26.8B
  • 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...
More about LPLA
Track This Portfolio

Track Ascent Group, LLC Portfolio

Follow Ascent Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ascent Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ascent Group, LLC with notifications on news.