A detailed history of Clearstead Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,593 shares of LPLA stock, worth $370,738. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,593
Previous 407 291.4%
Holding current value
$370,738
Previous $107,000 314.95%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 09, 2024

BUY
$256.41 - $288.82 $304,102 - $342,540
1,186 Added 291.4%
1,593 $444,000
Q1 2024

May 14, 2024

BUY
$230.75 - $273.77 $4,615 - $5,475
20 Added 5.17%
407 $107,000
Q4 2023

Feb 12, 2024

BUY
$209.89 - $239.77 $16,791 - $19,181
80 Added 26.06%
387 $88,000
Q3 2023

Nov 07, 2023

SELL
$218.49 - $247.52 $38,454 - $43,563
-176 Reduced 36.44%
307 $72,000
Q2 2023

Aug 07, 2023

BUY
$180.95 - $217.9 $30,218 - $36,389
167 Added 52.85%
483 $105,000
Q1 2023

May 09, 2023

BUY
$192.0 - $255.57 $44,736 - $59,547
233 Added 280.72%
316 $63,000
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $13,900 - $18,137
83 New
83 $15,000
Q2 2021

Aug 12, 2021

SELL
$134.61 - $156.7 $1,749 - $2,037
-13 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$103.11 - $146.29 $1,340 - $1,901
13 New
13 $2,000

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 $18.6B
  • 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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