A detailed history of Bruce G. Allen Investments, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 4 shares of LPLA stock, worth $1,307. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4
Previous 19 78.95%
Holding current value
$1,307
Previous $5.31 Million 82.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024

SELL
$193.0 - $282.1 $2,895 - $4,231
-15 Reduced 78.95%
4 $931,000
Q2 2024

Jul 12, 2024

SELL
$256.41 - $288.82 $2,564 - $2,888
-10 Reduced 34.48%
19 $5.31 Million
Q1 2024

Apr 10, 2024

SELL
$230.75 - $273.77 $5,076 - $6,022
-22 Reduced 43.14%
29 $7.66 Million
Q4 2023

Jan 10, 2024

BUY
$209.89 - $239.77 $10,704 - $12,228
51 New
51 $11.6 Million

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 $26.1B
  • 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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