Atria Wealth Solutions, Inc. Lpl Financial Holdings Inc. Transaction History

Atria Wealth Solutions, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 02, 2024	SELL	$209.89 - $239.77 $2,518 - $2,877	-12 Reduced 0.83%	1,436 $326,000
Q3 2023 Nov 08, 2023	BUY	$218.49 - $247.52 $19,008 - $21,534	87 Added 6.39%	1,448 $344,000
Q2 2023 Aug 03, 2023	SELL	$180.95 - $217.9 $278,482 - $335,348	-1,539 Reduced 53.07%	1,361 $295,000
Q1 2023 Aug 22, 2023	SELL	$192.0 - $255.57 $10,560 - $14,056	-55 Reduced 4.04%	1,306 $264,000
Q1 2023 Jun 14, 2023	BUY	$192.0 - $255.57 $306,048 - $407,378	1,594 Added 122.05%	2,900 $586,000
Q1 2023 May 10, 2023	SELL	$192.0 - $255.57 $345,024 - $459,259	-1,797 Reduced 57.91%	1,306 $264,000
Q4 2022 Aug 30, 2023	BUY	$206.94 - $269.62 $318,480 - $414,945	1,539 Added 113.08%	2,900 $626,000
Q4 2022 Feb 13, 2023	BUY	$206.94 - $269.62 $353,660 - $460,780	1,709 Added 122.6%	3,103 $670,000
Q3 2022 Nov 14, 2022	SELL	$172.53 - $233.2 $35,541 - $48,039	-206 Reduced 12.88%	1,394 $305,000
Q2 2022 Aug 15, 2022	BUY	$167.48 - $218.52 $54,096 - $70,581	323 Added 25.29%	1,600 $295,000
Q1 2022 May 16, 2022	BUY	$143.67 - $190.77 $183,466 - $243,613	1,277 New	1,277 $233,000

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.3B
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...

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