A detailed history of Choreo, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Choreo, LLC holds 4,039 shares of LPLA stock, worth $1.52 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,039
Previous 3,400 18.79%
Holding current value
$1.52 Million
Previous $1.11 Million 36.15%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
$283.31 - $388.96 $181,035 - $248,545
639 Added 18.79%
4,039 $1.51 Million
Q1 2025

May 06, 2025

BUY
$308.87 - $383.33 $525,696 - $652,427
1,702 Added 100.24%
3,400 $1.11 Million
Q4 2024

Jan 27, 2025

BUY
$229.85 - $335.91 $147,333 - $215,318
641 Added 60.64%
1,698 $554,000
Q3 2024

Nov 07, 2024

SELL
$193.0 - $282.1 $80,481 - $117,635
-417 Reduced 28.29%
1,057 $245,000
Q2 2024

Aug 06, 2024

BUY
$256.41 - $288.82 $377,948 - $425,720
1,474 New
1,474 $411,000

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 $30.1B
  • 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...
More about LPLA
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