Belpointe Asset Management LLC Lpl Financial Holdings Inc. Transaction History

Belpointe Asset Management LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$256.41 - $288.82 $435,897 - $490,994	1,700 Added 86.34%	3,669 $1.02 Million
Q1 2024 May 08, 2024	BUY	$230.75 - $273.77 $454,346 - $539,053	1,969 New	1,969 $520,000
Q1 2023 May 15, 2023	BUY	$192.0 - $255.57 $96,768 - $128,807	504 Added 58.47%	1,366 $276,000
Q4 2022 Feb 08, 2023	SELL	$206.94 - $269.62 $8,070 - $10,515	-39 Reduced 4.33%	862 $186,000
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $3,450 - $4,664	20 Added 2.27%	901 $197,000
Q2 2022 Aug 02, 2022	BUY	$167.48 - $218.52 $4,187 - $5,463	25 Added 2.92%	881 $161,000
Q1 2022 Apr 28, 2022	BUY	$143.67 - $190.77 $12,930 - $17,169	90 Added 11.75%	856 $156,000
Q3 2021 Nov 15, 2021	BUY	$127.58 - $161.13 $97,726 - $123,425	766 New	766 $120,000
Q2 2021 Aug 09, 2021	SELL	$134.61 - $156.7 $94,227 - $109,689	-700 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$103.11 - $146.29 $72,177 - $102,403	700 New	700 $100,000
Q1 2020 Jul 20, 2020	SELL	$39.02 - $98.86 $86,780 - $219,864	-2,224 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$72.1 - $94.26 $160,350 - $209,634	2,224 New	2,224 $204,000

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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