A detailed history of Ceredex Value Advisors LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ceredex Value Advisors LLC holds 150 shares of LPLA stock, worth $34,909. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Previous 200 25.0%
Holding current value
$34,909
Previous $52,000 21.15%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2024

SELL
$256.41 - $288.82 $12,820 - $14,441
-50 Reduced 25.0%
150 $41,000
Q3 2023

Oct 24, 2023

BUY
$218.49 - $247.52 $5,462 - $6,188
25 Added 14.29%
200 $47,000
Q2 2023

Jul 25, 2023

BUY
$180.95 - $217.9 $31,666 - $38,132
175 New
175 $38,000

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 $18.6B
  • 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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