A detailed history of Center For Financial Planning, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 30 shares of LPLA stock, worth $9,420. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30
Previous 30 -0.0%
Holding current value
$9,420
Previous $8,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 18, 2024

BUY
$256.41 - $288.82 $7,692 - $8,664
30 New
30 $8,000
Q3 2022

Oct 14, 2022

BUY
$172.53 - $233.2 $3,795 - $5,130
22 New
22 $5,000
Q2 2021

Jul 29, 2021

SELL
$134.61 - $156.7 $10,499 - $12,222
-78 Closed
0 $0
Q2 2020

Aug 06, 2020

SELL
$48.65 - $85.54 $6,859 - $12,061
-141 Reduced 64.38%
78 $6,000
Q1 2020

May 11, 2020

BUY
$39.02 - $98.86 $5,501 - $13,939
141 Added 180.77%
219 $12,000
Q4 2019

Feb 14, 2020

BUY
$72.1 - $94.26 $5,623 - $7,352
78 New
78 $7,000

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 $25B
  • 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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