A detailed history of Capital Advisors, Ltd. LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 3 shares of LPLA stock, worth $1,074. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Previous 2 50.0%
Holding current value
$1,074
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

BUY
$193.0 - $282.1 $193 - $282
1 Added 50.0%
3 $1,000
Q2 2024

Jul 25, 2024

BUY
$256.41 - $288.82 $512 - $577
2 New
2 $1,000
Q3 2022

Nov 09, 2022

BUY
$172.53 - $233.2 $1,552 - $2,098
9 New
9 $2,000
Q2 2022

Aug 05, 2022

SELL
$167.48 - $218.52 $334 - $437
-2 Closed
0 $0
Q1 2022

May 09, 2022

BUY
$143.67 - $190.77 $287 - $381
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 $28.6B
  • 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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