A detailed history of Colonial Trust CO / Sc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Colonial Trust CO / Sc holds 476 shares of LPLA stock, worth $150,915. This represents 0.02% of its overall portfolio holdings.

Number of Shares
476
Previous 455 4.62%
Holding current value
$150,915
Previous $127,000 13.39%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$193.0 - $282.1 $4,053 - $5,924
21 Added 4.62%
476 $110,000
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $83,536 - $95,428
398 Added 698.25%
455 $103,000
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $7,210 - $8,168
33 Added 137.5%
57 $13,000
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $4,342 - $5,229
24 New
24 $5,000

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 $25.3B
  • 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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