A detailed history of Avion Wealth transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Avion Wealth holds 8 shares of LPLA stock, worth $2,640. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Previous 6 33.33%
Holding current value
$2,640
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

BUY
$193.0 - $282.1 $386 - $564
2 Added 33.33%
8 $1,000
Q1 2024

May 03, 2024

BUY
$230.75 - $273.77 $923 - $1,095
4 Added 200.0%
6 $2,000
Q4 2023

Jan 26, 2024

BUY
$209.89 - $239.77 $419 - $479
2 New
2 $0

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 $26.3B
  • 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...
More about LPLA
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