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 $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...
More about LPLA
Track This Portfolio

Track Ceredex Value Advisors LLC Portfolio

Follow Ceredex Value Advisors 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 Ceredex Value Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ceredex Value Advisors LLC with notifications on news.