A detailed history of Benjamin Edwards Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Benjamin Edwards Inc holds 298 shares of LPLA stock, worth $70,280. This represents 0.02% of its overall portfolio holdings.

Number of Shares
298
Previous 274 8.76%
Holding current value
$70,280
Previous $72,000 15.28%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$256.41 - $288.82 $6,153 - $6,931
24 Added 8.76%
298 $83,000
Q1 2024

Apr 29, 2024

BUY
$230.75 - $273.77 $1,153 - $1,368
5 Added 1.86%
274 $72,000
Q4 2023

Feb 06, 2024

BUY
$209.89 - $239.77 $3,148 - $3,596
15 Added 5.91%
269 $61,000
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $4,588 - $5,197
21 Added 9.01%
254 $60,000
Q2 2023

Aug 15, 2023

SELL
$180.95 - $217.9 $25,875 - $31,159
-143 Reduced 38.03%
233 $51,000
Q1 2023

Apr 27, 2023

BUY
$192.0 - $255.57 $34,944 - $46,513
182 Added 93.81%
376 $76,000
Q4 2022

Feb 07, 2023

SELL
$206.94 - $269.62 $6,415 - $8,358
-31 Reduced 13.78%
194 $42,000
Q3 2022

Oct 28, 2022

BUY
$172.53 - $233.2 $7,073 - $9,561
41 Added 22.28%
225 $49,000
Q1 2022

May 04, 2022

BUY
$143.67 - $190.77 $2,011 - $2,670
14 Added 8.24%
184 $34,000
Q4 2021

Feb 07, 2022

BUY
$152.65 - $175.02 $1,373 - $1,575
9 Added 5.59%
170 $27,000
Q2 2021

Aug 11, 2021

BUY
$134.61 - $156.7 $21,672 - $25,228
161 New
161 $22,000

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 $18.8B
  • 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
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