A detailed history of Asset Dedication, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Asset Dedication, LLC holds 452 shares of LPLA stock, worth $126,926. This represents 0.01% of its overall portfolio holdings.

Number of Shares
452
Previous 452 -0.0%
Holding current value
$126,926
Previous $126,000 16.67%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

BUY
$230.75 - $273.77 $230 - $273
1 Added 0.22%
452 $119,000
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $218 - $247
1 Added 0.22%
451 $107,000
Q1 2023

Apr 21, 2023

BUY
$192.0 - $255.57 $192 - $255
1 Added 0.22%
450 $91,000
Q4 2022

Jan 19, 2023

BUY
$206.94 - $269.62 $92,916 - $121,059
449 New
449 $97,000

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 $22.4B
  • 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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