A detailed history of Calamos Wealth Management LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Calamos Wealth Management LLC holds 628 shares of LPLA stock, worth $213,413. This represents 0.01% of its overall portfolio holdings.

Number of Shares
628
Holding current value
$213,413
% of portfolio
0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$332.69 - $399.0 $208,929 - $250,572
628 New
628 $208,000

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 $27.1B
  • 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
Track This Portfolio

Track Calamos Wealth Management LLC Portfolio

Follow Calamos Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Calamos Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Calamos Wealth Management LLC with notifications on news.