A detailed history of Ci Private Wealth, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 35,411 shares of LPLA stock, worth $10.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
35,411
Previous 34,953 1.31%
Holding current value
$10.9 Million
Previous $9.23 Million 7.1%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $117,435 - $132,279
458 Added 1.31%
35,411 $9.89 Million
Q1 2024

May 09, 2024

SELL
$230.75 - $273.77 $8 Million - $9.49 Million
-34,670 Reduced 49.8%
34,953 $9.23 Million
Q4 2023

Feb 09, 2024

BUY
$209.89 - $239.77 $7.11 Million - $8.12 Million
33,880 Added 94.79%
69,623 $15.8 Million
Q3 2023

Nov 03, 2023

BUY
$218.49 - $247.52 $658,747 - $746,272
3,015 Added 9.21%
35,743 $8.49 Million
Q2 2023

Aug 10, 2023

SELL
$180.95 - $217.9 $265,272 - $319,441
-1,466 Reduced 4.29%
32,728 $7.12 Million
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $1.02 Million - $1.35 Million
5,292 Added 18.31%
34,194 $6.92 Million
Q4 2022

Feb 15, 2023

BUY
$206.94 - $269.62 $5.98 Million - $7.79 Million
28,902 New
28,902 $6.25 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 $24.6B
  • 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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