Capital Asset Advisory Services LLC Lpl Financial Holdings Inc. Transaction History

Capital Asset Advisory Services LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 02, 2023	SELL	$180.95 - $217.9 $31,485 - $37,914	-174 Reduced 14.18%	1,053 $228,000
Q1 2023 May 12, 2023	SELL	$192.0 - $255.57 $106,368 - $141,585	-554 Reduced 31.11%	1,227 $248,000
Q4 2022 Mar 08, 2023	SELL	$206.94 - $269.62 $460,648 - $600,174	-2,226 Reduced 55.55%	1,781 $384,000
Q3 2022 Nov 14, 2022	SELL	$172.53 - $233.2 $351,616 - $475,261	-2,038 Reduced 33.71%	4,007 $875,000
Q2 2022 Aug 11, 2022	BUY	$167.48 - $218.52 $22,107 - $28,844	132 Added 2.23%	6,045 $1.12 Million
Q1 2022 Apr 29, 2022	BUY	$143.67 - $190.77 $122,694 - $162,917	854 Added 16.88%	5,913 $1.08 Million
Q4 2021 Feb 04, 2022	BUY	$152.65 - $175.02 $25,950 - $29,753	170 Added 3.48%	5,059 $810,000
Q3 2021 Oct 14, 2021	BUY	$127.58 - $161.13 $637 - $805	5 Added 0.1%	4,889 $766,000
Q2 2021 Aug 06, 2021	BUY	$134.61 - $156.7 $83,996 - $97,780	624 Added 14.65%	4,884 $659,000
Q1 2021 May 13, 2021	BUY	$103.11 - $146.29 $411,718 - $584,135	3,993 Added 1495.51%	4,260 $606,000
Q4 2020 Mar 02, 2021	BUY	$76.15 - $104.25 $20,332 - $27,834	267 New	267 $28,000

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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