Cetera Advisors LLC Lpl Financial Holdings Inc. Transaction History

Cetera Advisors LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$230.75 - $273.77 $727,554 - $863,196	3,153 New	3,153 $833,000
Q4 2022 Feb 14, 2023	BUY	$206.94 - $269.62 $335,863 - $437,593	1,623 New	1,623 $350,000
Q1 2021 May 17, 2021	SELL	$103.11 - $146.29 $217,046 - $307,940	-2,105 Closed	0 $0
Q4 2020 Feb 17, 2021	BUY	$76.15 - $104.25 $160,295 - $219,446	2,105 New	2,105 $219,000
Q1 2020 May 08, 2020	SELL	$39.02 - $98.86 $129,624 - $328,412	-3,322 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$70.66 - $87.4 $2,826 - $3,496	-40 Reduced 1.19%	3,322 $272,000
Q2 2019 Aug 12, 2019	SELL	$70.51 - $84.91 $705 - $849	-10 Reduced 0.3%	3,362 $274,000
Q1 2019 May 06, 2019	SELL	$59.74 - $77.93 $10,454 - $13,637	-175 Reduced 4.93%	3,372 $236,000
Q1 2018 May 09, 2018	BUY	$57.2 - $65.99 $202,888 - $234,066	3,547 New	3,547 $217,000

702

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.1B
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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