A detailed history of Choreo, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Choreo, LLC holds 1,057 shares of LPLA stock, worth $346,368. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,057
Previous 1,474 28.29%
Holding current value
$346,368
Previous $411,000 40.39%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $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...
More about LPLA
Track This Portfolio

Track Choreo, LLC Portfolio

Follow Choreo, 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 Choreo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Choreo, LLC with notifications on news.