A detailed history of Cherry Tree Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5 shares of LPLA stock, worth $1,639. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5
Previous 5 -0.0%
Holding current value
$1,639
Previous $1.4 Million 16.68%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$180.95 - $217.9 $904 - $1,089
5 New
5 $1.09 Million

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 $26.2B
  • 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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